Overview
Assets Under Management: $889 million
Headquarters: WAYNE, PA
High-Net-Worth Clients: 72
Average Client Assets: $8.7 million
Frequently Asked Questions
HILLVIEW CAPITAL ADVISORS, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #109071), HILLVIEW CAPITAL ADVISORS, LLC is subject to fiduciary duty under federal law.
HILLVIEW CAPITAL ADVISORS, LLC is headquartered in WAYNE, PA.
HILLVIEW CAPITAL ADVISORS, LLC serves 72 high-net-worth clients according to their SEC filing dated March 29, 2018. View client details ↓
According to their SEC Form ADV, HILLVIEW CAPITAL ADVISORS, LLC offers financial planning, portfolio management for individuals, portfolio management for pooled investment vehicles, portfolio management for institutional clients, selection of other advisors, and educational seminars and workshops. View all service details ↓
HILLVIEW CAPITAL ADVISORS, LLC manages $889 million in client assets according to their SEC filing dated March 29, 2018.
According to their SEC Form ADV, HILLVIEW CAPITAL ADVISORS, LLC serves high-net-worth individuals, pooled investment vehicles, and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 72
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 70.38%
Average Client Assets: $8.7 million
Total Client Accounts: 345
Discretionary Accounts: 344
Non-Discretionary Accounts: 1
Regulatory Filings
CRD Number: 109071
Filing ID: 1179566
Last Filing Date: 2018-03-29 08:27:00