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Building 2HILLVIEW CAPITAL ADVISORS, LLC

Map pinWAYNE, PA
Phone484-708-4720
NotebookSEC #801-56284
Total AUM
$848.7M
Employees
12
Clients
78

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1200 LIBERTY RIDGE DRIVE
SUITE 130
WAYNE
PA 19087
United States
Operating Hours
9:00 A.M. TO 5:30 P.M.
Monday - Friday
Phone
484-708-4720
Other Offices
1

ReceiptFinancials

Total AUM
$848.7M
Accounts
328
Discretionary
$649.2M
Accounts
327
Non-Discretionary
$199.5M
Accounts
1

ContactClients

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Individual Clients
7
AUM
$4.3M
HNW Individual Clients
65
AUM
$567.2M
Pooled Vehicle Clients
4
AUM
$70.4M
Investment Advisor Clients
1
AUM
$199.5M
Corporation or Business Clients
1
AUM
$7.2M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLMAMDNJNYPATX

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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