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Healthview Asset Management, Inc.

● SEC registered since 2024CRD 141884SEC# 801-131629Pittsburgh, PA
Export (members)
Reg. AUM
$104.4M
Employees
4
Accounts
182
Location
Pittsburgh, PA

Healthview Asset Management, Inc. assets under management

Healthview Asset Management, Inc. is an SEC-registered investment adviser based in Pittsburgh, PA. The firm has been registered since 2024. It reports $104.4 million in regulatory assets under management and employs 4 people.

Healthview Asset Management, Inc. owners & executives

4 reported
NameTitleOwnershipSince
George Bernard ControlCeo, President, Chief Compliance Officer, And TreasurerUnder 5%2006
Healthview Services, Inc.100% OwnerOver 75%2017
Renato Mastrogiovanni ControlChairman, Chief Investment OfficerUnder 5%2006
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Frequently asked questions

How much does Healthview Asset Management, Inc. manage?

Healthview Asset Management, Inc. reports $104.4 million in regulatory assets under management on its Form ADV.

How many employees does Healthview Asset Management, Inc. have?

Healthview Asset Management, Inc. reports 4 employees.

Where is Healthview Asset Management, Inc. located?

Healthview Asset Management, Inc. is based in Pittsburgh, PA and has been SEC-registered since 2024.

Does Healthview Asset Management, Inc. disclose fund performance?

Healthview Asset Management, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address219 N Main Street, Pittsburgh, PA 15215
Phone412-782-5400
Fax412-782-5444
Office hours7:30 - 5:00
SEC regionPhiladelphia Regional Office (PLRO)
Discloses disciplinary historyNo

Regulatory AUM

$104.4M▲ 5%
Mar '25 — $99.8MApr '25 — $99.8MMay '25 — $99.8MJun '25 — $99.8MJul '25 — $99.8MAug '25 — $99.8MSep '25 — $99.8MOct '25 — $99.8MNov '25 — $99.8MDec '25 — $99.8MJan '26 — $99.8MFeb '26 — $99.8MMar '26 — $104.4MApr '26 — $104.4MMay '26 — $104.4MJun '26 — $104.4M
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 92%
Larger than 8% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers

Assets under management

$104.4Mregulatory AUM
Discretionary $104.4M