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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Hillcrest Wealth Advisors - NY LLC
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| CRD # | 126818 |
| SEC # | 801-71316 |
| CIK # | 0001767121 |
| AUM | $355.4 M (2025-02-11) |
| Employees | 2 (50% Investors, 0% Brokers) |
| Phone | 732-837-4455 |
| Address | 100 Village Court Hazlet, NJ 07730 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| General Electric Co | 1.8 | ||
| J P Morgan Chase & Co | 0.9 | ||
| SPDR Gold Trust | 0.9 | ||
| Global Payments Inc | 0.8 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 5 | 1.7 |
| (b) Individuals (high net worth individuals) | 59 | 351.8 |
| (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 | 1.9 |
| (n) Other | 0 | 0.0 |
| Total | 239 | 355.4 |
| By Discretionary | ||
| Discretionary | 239 | 355.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 239 | 355.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 355.4 | |
| Total | 239 | 355.4 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001767121] |
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