Deerview Asset Management
Firm details
- Headquarters
- ,
- CRD number
- 159731
- Registered since
- January 31, 2012
- Fee structure
- Percentage of AUM
- Client types
- Charitable Organizations60.11%
- HNWI39.63%
- Individuals0.26%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Deerview Asset Management is a small, independent Registered Investment Adviser operating as a sole proprietorship and owned by an individual. The firm has been SEC-registered since 2012 and provides portfolio management services primarily to individuals, families and small-business clients; its advisory mandate also includes institutional relationships. Fees are charged as a percentage of assets under management. The firm does not describe itself as an active ESG investor, is not a multi-state adviser, and does not present itself as a pension consultant or related 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 Equities97%
- State & Local Bonds1%
- Investment Grade Corp Bonds1%
- Cash & Cash Equivalents1%
Contacts
1 of 1Bruce Hyland
CCOCRD 6009601
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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