Hillview Capital Advisors, LLC
Hillview Capital Advisors, LLC (CRD# 109071) is a financial advisory firm headquartered in Wayne, PA. They manage $672,083,094 in 628 accounts and serve the financial needs of clients across 7 states (or territories).
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Total Assets Under Management672MILLION
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Total Number of Accounts628ACCOUNTS
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Average Account Value$1,070,196
- A percentage of assets under your management
- 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

FL, MA, MD, NJ, NY, PA, TX
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.
Jonathan Hochberg (CRD# 3108476) 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.
James Madden (CRD# 1720884) is an Investment Advisor Representative working at Hillview Capital Advisors, LLC in Wayne, PA and has over 19 years of experience in the finance industry.
David Spungen (CRD# 1479623) is an Investment Advisor Representative working at Hillview Capital Advisors, LLC in New York, NY and has over 30 years of experience in the finance industry.
Danielle White (CRD# 4808066) is an Investment Advisor Representative working at Hillview Capital Advisors, LLC in New York, NY and has over 6 years of experience in the finance industry.
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.
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.
Jonathan Gulman (CRD# 6582213) is an Investment Advisor Representative working at Hillview Capital Advisors, LLC in New York, NY and has over 2 years of experience in the finance industry.
Dilan Kluge (CRD# 6676122) 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.