DDFG, INC
Legal name: HILLCREST FINANCIAL GROUP
CRD #317862 SEC #801-122983 THOUSAND OAKS, CA (805) 373-8686
SEC Registered
Total AUM
$470.8M
Discretionary
$470.8M
Employees
6
Clients
1
Accounts
1,050
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2025 | $470.8M | $470.8M | $0 | 6 | 2 |
| Feb 2025 | $470.8M | $470.8M | $0 | 6 | 2 |
| Feb 2025 | $470.8M | $470.8M | $0 | 6 | 2 |
| Mar 2024 | $392.1M | $392.1M | $0 | 6 | 0 |
| Nov 2023 | $368.6M | $368.6M | $0 | 5 | 0 |
| Mar 2023 | $368.6M | $368.6M | $0 | 5 | 0 |
| Sep 2022 | $381.7M | $381.7M | $0 | 3 | 0 |
| Aug 2022 | $381.7M | $381.7M | $0 | 3 | 0 |
| Apr 2022 | $381.7M | $381.7M | $0 | 3 | 0 |
| Feb 2022 | $0 | $0 | $0 | 2 | 0 |
| Dec 2021 | $0 | $0 | $0 | 1 | 0 |
DateSep 2025
Total AUM$470.8M
Discretionary$470.8M
Non-Disc.$0
Employees6
Clients2
DateFeb 2025
Total AUM$470.8M
Discretionary$470.8M
Non-Disc.$0
Employees6
Clients2
DateFeb 2025
Total AUM$470.8M
Discretionary$470.8M
Non-Disc.$0
Employees6
Clients2
DateMar 2024
Total AUM$392.1M
Discretionary$392.1M
Non-Disc.$0
Employees6
Clients0
DateNov 2023
Total AUM$368.6M
Discretionary$368.6M
Non-Disc.$0
Employees5
Clients0
DateMar 2023
Total AUM$368.6M
Discretionary$368.6M
Non-Disc.$0
Employees5
Clients0
DateSep 2022
Total AUM$381.7M
Discretionary$381.7M
Non-Disc.$0
Employees3
Clients0
DateAug 2022
Total AUM$381.7M
Discretionary$381.7M
Non-Disc.$0
Employees3
Clients0
DateApr 2022
Total AUM$381.7M
Discretionary$381.7M
Non-Disc.$0
Employees3
Clients0
DateFeb 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateDec 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0