Healthview Asset Management, Inc.

Healthview Asset Management, Inc. (CRD# 141884) is a financial advisory firm headquartered in Pittsburgh, PA. They manage $85,615,000 in 248 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
219 N Main Street, Pittsburgh, PA 15215
http://www.healthviewria.com
By the Numbers
  • Total Assets Under Management
    86
    MILLION
  • Total Number of Accounts
    248
    ACCOUNTS
  • Average Account Value
    $345,222
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

MA, MI, NY, PA

Financial Advisors at Healthview Asset Management, Inc.
Showing 1 - 3 of 3 top financial advisors.
1
George Bernard, financial advisor Pittsburgh PA
George Bernard
CRD#: 833856
219 N Main Street, Pittsburgh, PA 15215

George Bernard (CRD# 833856) is an Investment Advisor Representative working at Healthview Asset Management, Inc. in Pittsburgh, PA and has over 28 years of experience in the finance industry.

2
Renato Mastrogiovanni, financial advisor Danvers MA
Renato Mastrogiovanni
CRD#: 4359764
55 Ferncroft Road, Danvers, MA 01923

Renato Mastrogiovanni (CRD# 4359764) is an Investment Advisor Representative working at Healthview Asset Management, Inc. in Danvers, MA and has 1 year of experience in the finance industry.

3
Douglas Woods, financial advisor Pittsburgh PA
Douglas P. Woods
CRD#: 2589368
219 N Main Street, Pittsburgh, PA 15215

Douglas Woods (CRD# 2589368) is an Investment Advisor Representative working at Healthview Asset Management, Inc. in Pittsburgh, PA and has over 29 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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