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HILLBERG CAPITAL MANAGEMENT, LLC
CRD 130291 · SEC 801-136116
415 MITCHELL AVENUE, TURLOCK, CA, 95380-4041, United States
Phone
209-667-2406
Fax
209-667-4615
Registration
— (—)
Source
State registered
Total AUM
$103.9M
Discretionary AUM
$103.9M
Team
2 total employees; 1 advisory reps; 2 broker-dealer reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-05-28
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 55 | $14.8M |
| High net worth individuals | 55 | $78.0M |
| Pension/profit sharing plans | 5 | $10.5M |
| Corporations/business entities | 3 | $599K |
Official SEC filing: View on IAPD