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 sole‑proprietor registered investment adviser that has been operating since 2012. The firm focuses on portfolio management for high‑net‑worth individuals, families and small businesses and charges clients on a percentage‑of‑AUM basis. Investment activity is heavily weighted toward publicly traded equities, with the firm treating exchange‑traded securities as the core building block of client portfolios. Deerview does not market itself as an ESG investor, and it does not operate as a multi‑state adviser or a dedicated capital allocator.
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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