HILLCREST WEALTH ADVISORS - NY, LLC
Firm details
- Headquarters
- HOLMDEL, New Jersey
- CRD number
- 126818
- Registered since
- April 28, 2010
- Website
- hcwadvisors.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI98.85%
- Corporations / Businesses0.64%
- Individuals0.52%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Hillcrest Wealth Advisors - Ny, LLC is an independent, SEC-registered investment adviser organized as an LLC and operating as a capital allocator for individual, family and institutional clients. The firm provides financial planning, portfolio management for individuals and small businesses, and the selection of other advisers. Its fee arrangements include a percentage-of-AUM component alongside hourly and fixed-fee options. The adviser does not identify as an active ESG investor and is not registered as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities62%
- State & Local Bonds18%
- Cash & Cash Equivalents12%
- Public Funds/Mutual Funds8%
Owners & executives
1 of 1DANNY YU
CEO & Managing PrincipalCRD 4549121
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 48Active vs passive
$248M in ETFs
100%
$248M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX FUND (VOO) | Vanguard | Passive | Large Blend | $58M | 97,011 | 23.34% |
Location
HOLMDEL, NJ
MONMOUTH
Location
HOLMDEL, NJ
Headquartered in HOLMDEL, NJ, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- MONMOUTH
- Address
- 101 Crawfords Corner Rd
- Time zone
- ET (UTC-5)
- Office locations
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