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Hillcrest Wealth Advisors - Ny, LLC

● SEC registered since 2010CRD 126818SEC# 801-71316Hazlet, NJ
Export (members)
Reg. AUM
$355.4M
Employees
2
Accounts
239
Location
Hazlet, NJ

Hillcrest Wealth Advisors - Ny, LLC assets under management

Hillcrest Wealth Advisors - Ny, LLC operates as an SEC-registered investment adviser based in Hazlet, NJ. The firm has been registered since 2010. It reports $355.4 million in regulatory assets under management and employs 2 people.
hcwadvisors.comView on SEC.gov ↗

Hillcrest Wealth Advisors - Ny, LLC owners & executives

1 reported
NameTitleOwnershipSince
Danny Anthony Yu ControlChief Executive Officer, Chief Compliance OfficerOver 75%2018

Frequently asked questions

How much does Hillcrest Wealth Advisors - Ny, LLC manage?

Hillcrest Wealth Advisors - Ny, LLC reports $355.4 million in regulatory assets under management on its Form ADV.

How many employees does Hillcrest Wealth Advisors - Ny, LLC have?

Hillcrest Wealth Advisors - Ny, LLC reports 2 employees.

Where is Hillcrest Wealth Advisors - Ny, LLC located?

Hillcrest Wealth Advisors - Ny, LLC is based in Hazlet, NJ and has been SEC-registered since 2010.

Does Hillcrest Wealth Advisors - Ny, LLC disclose fund performance?

Hillcrest Wealth Advisors - Ny, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address100 Village Court, Suite 202, Hazlet, NJ 07730
Phone732-837-4455
Office hours8:30 - 5:00
SEC regionNew York Regional Office (NYRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$355.4M
Non-discretionary$0
Total (RAUM)$355.4M