Hillview Capital Advisors, LLC

Hillview Capital Advisors, LLC (CRD# 109071) is a financial advisory firm headquartered in Wayne, PA. They manage $700,500,946 in 700 accounts and serve the financial needs of clients across 7 states (or territories).

Current Firm Details
1200 Liberty Ridge Drive, Suite 130, Wayne, PA 19087
http://www.linkedin.com/company/hillview-capital-advisors-llc
By the Numbers
  • Total Assets Under Management
    701
    MILLION
  • Total Number of Accounts
    700
    ACCOUNTS
  • Average Account Value
    $1,000,716
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, MA, MD, NJ, NY, PA, TX

Financial Advisors at Hillview Capital Advisors, LLC
Showing 1 - 9 of 9 top financial advisors.
1
Christina Lauria, financial advisor Wayne PA
Christina M. Lauria
CRD#: 5527628
1200 Liberty Ridge Drive, Suite 130, Wayne, PA 19087
100
Wealthminder
score

Christina M. Lauria, CFP® (CRD# 5527628) is an Investment Advisor Representative working at Hillview Capital Advisors, LLC in Wayne, PA and has over 5 years of experience in the finance industry.

2
Jonathan Hochberg, financial advisor New York NY
Jonathan J. Hochberg
CRD#: 3108476
777 Third Avenue, 28th Floor, New York, NY 10017
93
Wealthminder
score

Jonathan Hochberg (CRD# 3108476) is an Investment Advisor Representative working at Hillview Capital Advisors, LLC in New York, NY and has over 17 years of experience in the finance industry.

3
James Madden, financial advisor Wayne PA
James F. Madden
CRD#: 1720884
1200 Liberty Ridge Drive, Suite 130, Wayne, PA 19087
93
Wealthminder
score

James Madden (CRD# 1720884) is an Investment Advisor Representative working at Hillview Capital Advisors, LLC in Wayne, PA and has over 18 years of experience in the finance industry.

4
Catherine Reese, financial advisor Wayne PA
Catherine T. Reese
CRD#: 2006207
1200 Liberty Ridge Drive, Suite 130, Wayne, PA 19087
93
Wealthminder
score

Catherine Reese (CRD# 2006207) is an Investment Advisor Representative working at Hillview Capital Advisors, LLC in Wayne, PA and has over 16 years of experience in the finance industry.

5
David Spungen, financial advisor New York NY
David M. Spungen
CRD#: 1479623
777 Third Ave., 28th Floor, New York, NY 10017
93
Wealthminder
score

David Spungen (CRD# 1479623) is an Investment Advisor Representative working at Hillview Capital Advisors, LLC in New York, NY and has over 29 years of experience in the finance industry.

6
Hao Li, financial advisor New York NY
Hao Li
CRD#: 6587837
777 Third Avenue, 28th Floor, New York, NY 10017
90
Wealthminder
score

Hao Li (CRD# 6587837) is an Investment Advisor Representative working at Hillview Capital Advisors, LLC in New York, NY and has 1 year of experience in the finance industry.

7
Paul Platkin, financial advisor New York NY
Paul S. Platkin
CRD#: 4679631
777 Third Avenue, 28th Floor, New York, NY 10017
90
Wealthminder
score

Paul Platkin (CRD# 4679631) is an Investment Advisor Representative working at Hillview Capital Advisors, LLC in New York, NY and has 1 year of experience in the finance industry.

8
Danielle White, financial advisor New York NY
Danielle L. White
CRD#: 4808066
777 Third Avenue, 28th Floor, New York, NY 10017
90
Wealthminder
score

Danielle White (CRD# 4808066) is an Investment Advisor Representative working at Hillview Capital Advisors, LLC in New York, NY and has over 5 years of experience in the finance industry.

9
Jonathan Gulman, financial advisor New York NY
Jonathan A. Gulman
CRD#: 6582213
777 Third Avenue, 28th Floor, New York, NY 10017
87
Wealthminder
score

Jonathan Gulman (CRD# 6582213) is an Investment Advisor Representative working at Hillview Capital Advisors, LLC in New York, NY and has 1 year 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.

Do not rely solely on the information on this page. The information may be inaccurate, incomplete or outdated. For the most accurate and up-to-date information, please search for the firm or individual on the SEC site at http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx

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