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HILLVIEW CAPITAL ADVISORS, LLC
HILLVIEW CAPITAL ADVISORS, LLC
WAYNE, Pennsylvania
·
8 registered advisors
·
CRD# 109071
SEC# 801-56284
1
484-708-4720
01
Firm Overview
AUM
$849M
Regulatory assets under management
Employees
12
Total firm employees
Advisors
8
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Security ratings or pricing services
Charitable organization or education services
Compensation
Percentage of AUM
03
Specialties
Financial Planning
Investment Management
Retirement Planning
Wealth Management
Fee-Only Advisory
04
Advisors at HILLVIEW CAPITAL ADVISORS, LLC
8 registered advisors
Alexander Bailye Doucette
WAYNE, Pennsylvania
CRD# 6251709
Brendan Thomas Sochin Connor
WAYNE, Pennsylvania
CRD# 5902063
Danielle Lauren White
WAYNE, Pennsylvania
CRD# 4808066
David Michael Spungen
WAYNE, Pennsylvania
CRD# 1479623
Elizabeth Anne Kelly
WAYNE, Pennsylvania
CRD# 5182397
Gillian Marya Johnson
WAYNE, Pennsylvania
CRD# 5428745
James Francis Madden
WAYNE, Pennsylvania
CRD# 1720884
Lisa Ann Ploschke
RADNOR, Pennsylvania
CRD# 5121319
05
Office Locations
WAYNE, Pennsylvania
7 advisors
RADNOR, Pennsylvania
1 advisor
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Data sourced from SEC Form ADV filings. HILLVIEW CAPITAL ADVISORS, LLC (CRD# 109071) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.