Hillspring Financial, Inc.
● SEC registered since 2024CRD 113938SEC# 801-130993Surprise, AZ
Reg. AUM
$186M
Employees
4
Accounts
652
Location
Surprise, AZ
Hillspring Financial, Inc. assets under management
Hillspring Financial, Inc. operates as an SEC-registered investment adviser based in Surprise, AZ. The firm has been registered since 2024. It reports $186 million in regulatory assets under management and employs 4 people.
Hillspring Financial, Inc. owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Kent Garry Forsey Control | President/Chief Compliance Officer | Over 75% | 2012 |
Frequently asked questions
How much does Hillspring Financial, Inc. manage?
Hillspring Financial, Inc. reports $186 million in regulatory assets under management on its Form ADV.
How many employees does Hillspring Financial, Inc. have?
Hillspring Financial, Inc. reports 4 employees.
Where is Hillspring Financial, Inc. located?
Hillspring Financial, Inc. is based in Surprise, AZ and has been SEC-registered since 2024.
Does Hillspring Financial, Inc. disclose fund performance?
Hillspring Financial, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 12213 W. Bell Road, Suite 209, Surprise, AZ 85378 |
| Phone | 623-583-6141 |
| Fax | 623-583-6152 |
| Office hours | 8:00 a.m. - 4:00 p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$186M▲ 20%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 77%
Larger than 23% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$186Mregulatory AUM
Discretionary $186M