Unclaimed Profile

James Francis Madden

HILLVIEW CAPITAL ADVISORS, LLC·WAYNE, Pennsylvania

Series 7, Series 63, Series 65Clean record24 years registeredHILLVIEW CAPITAL ADVISORS, LLC

1200 LIBERTY RIDGE DRIVE, WAYNE, PA 19087CRD# 1720884Firm CRD# 109071

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

James Francis Madden · WAYNE, PA

Registration

CRD #1720884 · HILLVIEW CAPITAL ADVISORS, LLC · 24 years registered

Brand Profile

Not yet started

Career History

WEALTHCARE ADVISORY PARTNERS LLC

Dec 2023 – present

CI PRIVATE WEALTH

Dec 2022 – Apr 2023

MALVERN, PA

REGENTATLANTIC

Sep 2019 – Mar 2023

Wayne, PA

HILLVIEW CAPITAL ADVISORS, LLC

Aug 2001 – Sep 2019

WAYNE, PA

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Series 65

Registration record

First registered · August 27, 2001

Years registered · 24

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

HILLVIEW CAPITAL ADVISORS, LLC

CRD 109071 · SEC 801-56284

AUM

$849M

Regulatory assets under management

Employees

328 client accounts

Services offered by HILLVIEW CAPITAL ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at HILLVIEW CAPITAL ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does James Francis Madden offer?

James Francis Madden specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management, Fee-Only Advisory. Contact their office in WAYNE, Pennsylvania for a consultation.

What are James Francis Madden's credentials?

James Francis Madden is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is James Francis Madden located?

James Francis Madden is based in WAYNE, Pennsylvania, working with HILLVIEW CAPITAL ADVISORS, LLC. Their office serves clients in the WAYNE metropolitan area and surrounding communities.

How does James Francis Madden charge for services?

James Francis Madden's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is HILLVIEW CAPITAL ADVISORS, LLC?

HILLVIEW CAPITAL ADVISORS, LLC has approximately 12 employees and manages $849M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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