HILLCREST WELLS ADVISORS, LLC
CRD #152502 SEC #801-70928 PASEDENA, CA 626-484-5744
SEC Registered
Total AUM
$34.4M
Discretionary
$34.4M
Employees
10
Clients
--
Accounts
2
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- California
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- May 3, 2010
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BANERJEE, DEBASISH | I | PRINCIPAL | NA | |
| CAPALBO, RICHARD, JOSEPH | I | CEO, PRESIDENT, MANAGING MEMBER | D | Control |
| CAPALBO, RICHARD, JOSEPH | I | CEO, CFO, PRESIDENT, MANAGING MEMBER | D | Control |
| HAGENBUCH, RODNEY, D | I | COO, CFO, CHIEF COMPLIANCE OFFICER, MEMBER | B | Control |
| HAGENBUCH, RODNEY, D | I | COO, CHIEF COMPLIANCE OFFICER, MEMBER | B | Control |
Registrations
Federal
IA
May 3, 2010 REGISTERED
Address
1270 HILLCREST AVENUEPASEDENA, CA 91106
United States
Phone: 626-484-5744