Healthview Asset Management, Inc.
● SEC registered since 2024CRD 141884SEC# 801-131629Pittsburgh, PA
Reg. AUM
$104.4M
Employees
3
Accounts
182
Location
Pittsburgh, PA
About Healthview Asset Management
HealthView Asset Management offers targeted investment solutions to help financial-service firms prepare clients for healthcare and long-term care costs in retirement. It simplifies healthcare and LTC conversations so advisers can address clients' top retirement cost concerns.
Summary based on the firm’s website.
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 3 people.
Healthview Asset Management, Inc. owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| George Bernard Control | Ceo, President, Chief Compliance Officer, And Treasurer | Under 5% | 2006 |
| Healthview Services, Inc. | 100% Owner | Over 75% | 2017 |
| Renato Mastrogiovanni Control | Chairman, Chief Investment Officer | Under 5% | 2006 |
| Renato Mastrogiovanni Control | Officer | Over 75% | 2017 |
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 3 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
| Address | 219 N Main Street, Pittsburgh, PA 15215 |
| Phone | 412-782-5400 |
| Fax | 412-782-5444 |
| Office hours | 7:30 - 5:00 |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$104.4M▲ 5%
Mar '25Form ADV, monthlyOct '26
How this firm compares
Regulatory AUMTop 92%
Larger than 8% of 16,389 advisers
EmployeesTop 77%
More than 23% of 16,799 advisers
Assets under management
$104.4Mregulatory AUM
Discretionary $104.4M