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 client portfolios. The firm serves both individuals and families as well as institutional clients, and lists financial planning, portfolio management for individuals/small businesses, and the selection of other advisers among its advisory activities. Fee arrangements include asset-based fees, hourly charges, and fixed fees. Hillcrest is not identified as an active ESG investor and is not reported as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 1
Danny Yu
CEO & Managing PrincipalCRD 4549121
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 49Active vs passive
$278M in ETFs
100%
$278M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX FUND (VOO) | Vanguard | Passive | Large Blend | $66.5M | 96,774 | 23.94% |
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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