HILLCREST WEALTH ADVISORS - NY, LLC

https://hcwadvisors.com/ HOLMDEL, NJ Investment Advisor How do I update this listing?

Hillcrest Wealth Advisors - NY is based out of Holmdel. Hillcrest Wealth Advisors - NY is a large advisory firm with 55 clients and discretionary assets under management (AUM) of $234,935,608 (Form ADV from 2018-11-08). Their last reported 13F filing for Q4 2018 included $107,658,000 in managed 13F securities and a top 10 holdings concentration of 64.64%. Hillcrest Wealth Advisors - NY's largest holding is SPDR S&P 500 ETF Trust with shares held of 67,945. Whalewisdom has at least 1 13F filings

Download 13F Summary to Excel Create Email Alert

12/31/2018

Top Sells

  • Name% Change

12/31/2018

13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2019-02-14

Performance for Q4 2018: Not ready yet
Performance Last 4 Quarters: 0.0%
Performance Metrics
Stats are not available for the latest quarter

Refresh Advanced Export Download CSV Download Excel (.xlsx) Download TSV
Filter by:

Security Types:

Refresh
*Shares are split adjusted
Click here to report any possible errors with this listing.
13F Filings Available:
  • 2018-12-31 - 13F-HR (Subscription required)

View Last Form Adv Compilation Report on Record

HILLCREST WEALTH ADVISORS - NY, LLC
101 CRAWFORDS CORNER ROAD SUITE 1311
HOLMDEL NJ    07733
Country: United States

Business Phone: 732-837-4455
Fax:
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Limited Liability Company
Organized in: NY
Number of employees: 5
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,Hourly charges,Fixed fees
Amount of client funds and securities:
Total Number of Clients: 55
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

Active Schedule 13D and 13G events

Sign in to see

Form 4 - Non-derivative Insider Transactions Since 12/31/2018

Loading...

Elevate your investments