Hillcrest Wealth Advisors - Ny, LLC
● SEC registered since 2010CRD 126818SEC# 801-71316Holmdel, NJ
Reg. AUM
$390.7M
Employees
2
Accounts
235
Location
Holmdel, NJ
Hillcrest Wealth Advisors - Ny, LLC assets under management
Hillcrest Wealth Advisors - Ny, LLC operates as an SEC-registered investment adviser based in Holmdel, NJ. The firm has been registered since 2010. It reports $390.7 million in regulatory assets under management and employs 2 people.
Hillcrest Wealth Advisors - Ny, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Danny Anthony Yu Control | Chief Executive Officer, Chief Compliance Officer | Over 75% | 2018 |
Frequently asked questions
How much does Hillcrest Wealth Advisors - Ny, LLC manage?
Hillcrest Wealth Advisors - Ny, LLC reports $390.7 million in regulatory assets under management on its Form ADV.
How many employees does Hillcrest Wealth Advisors - Ny, LLC have?
Hillcrest Wealth Advisors - Ny, LLC reports 2 employees.
Where is Hillcrest Wealth Advisors - Ny, LLC located?
Hillcrest Wealth Advisors - Ny, LLC is based in Holmdel, NJ and has been SEC-registered since 2010.
Does Hillcrest Wealth Advisors - Ny, LLC disclose fund performance?
Hillcrest Wealth Advisors - Ny, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 101 Crawfords Corner Road, Suite 4116, Holmdel, NJ 07733 |
| Phone | 732-837-4455 |
| Office hours | 8:30 - 5:00 |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$390.7M▲ 10%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 55%
Larger than 45% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$390.7Mregulatory AUM
Discretionary $390.7M