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| Hillcrest Wealth Advisors - NY LLC
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| |
|---|---|
| CRD # | 126818 |
| SEC # | 801-71316 |
| CIK # | 0001767121 |
| AUM | $348.2 MM (2024-02-07) |
| Employees | 2 (50% Investors, 0% Brokers) |
| Phone | 732-837-4455 |
| Address | 100 Village Court Hazlet, NJ 07730 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| GPN | 31,912.5 | 1.0 | |
| JPM | 340,169.2 | 0.9 | |
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 6 | 3.2 |
| (b) Individuals (high net worth individuals) | 59 | 343.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 1.7 |
| (n) Other | 0 | 0.0 |
| Total | 249 | 348.2 |
| By Discretionary | ||
| Discretionary | 249 | 348.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 249 | 348.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 348.2 | |
| Total | 249 | 348.2 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001767121] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
KG&L Capital Management LLC
✚
|
LA | 0.3 |
|
Independence Financial Advisors LLC
✚
|
NH | 0.3 |
|
Oak Asset Management LLC
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|
CA | 0.3 |
|
US Financial Advisors LLC
✚
|
MA | 0.3 |
|
Bernardi Asset Management LLC
✚
|
IL | 0.3 |
|
Wealth Watch Advisors Inc
✚
|
CO | 0.3 |
|
Hoxton Planning & Management LLC
✚
|
WV | 0.3 |
|
Cypress Asset Management Inc
✚
|
TX | 0.3 |
|
Arcataur Capital Management LLC
✚
|
WI | 0.3 |
|
BCR Wealth Strategies LLC
✚
|
AL | 0.3 |