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Building 2HILLCREST WEALTH ADVISORS - NY, LLC

Map pinHOLMDEL, NJ
Phone732-837-4455
NotebookSEC #801-71316
Total AUM
$390.7M
Employees
2
Clients
65

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
101 CRAWFORDS CORNER ROAD
SUITE 4116
HOLMDEL
NJ 07733
United States
Operating Hours
8:30 - 5:00
Monday - Friday
Phone
732-837-4455
Other Offices
1

ReceiptFinancials

Total AUM
$390.7M
Accounts
235
Discretionary
$390.7M
Accounts
235
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
6
AUM
$2M
HNW Individual Clients
56
AUM
$386.2M
Corporation or Business Clients
3
AUM
$2.5M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLNHNJNYTX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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