Hilger Financial Corp (Laguna Woods)

Hilger Financial Corp is an internet adviser based in Laguna Woods. It manages $20.24 million of regulatory assets for 292 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of California.

Hilger Financial Corp provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Hilger Financial Corp: assets under management

The assets under management (AUM) of Hilger Financial Corp is $20.24 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -40% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $20.24 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $69.31 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Hilger Financial Corp for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Hilger Financial Corp

Richard Hilger has been acting as President since 1 Sep 1988. Francoise Hilger joined the executive team most recently as the Vice President/Secretary.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Richard Hilger	President/treasurer	1 Sep 1988	50% - 75%	2113129
Francoise Hilger	Vice president/secretary	1 Sep 1988	50% - 75%	4364527

Based in Laguna Woods

The principal office where Hilger Financial Corp performs its advisory services is located at 5598 A Vista Del Mando, Laguna Woods, CA 92653 The mailing address of the firm is P.O. Box 2890, Laguna Hills, CA 92654 2890. It doesn’t run an office outside of the United States.