HILLVIEW CAPITAL ADVISORS, LLC

WAYNE, Pennsylvania·3 registered advisors·CRD# 109071

SEC# 801-562841484-708-4720

01

Firm Overview

AUM

$849M

Regulatory assets under management

Employees

12

Total firm employees

Advisors

3

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

3 registered advisors

Danielle Lauren White

WAYNE, Pennsylvania

David Michael Spungen

WAYNE, Pennsylvania

James Francis Madden

WAYNE, Pennsylvania

05

Office Locations

WAYNE, Pennsylvania

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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.