HILLCREST WEALTH ADVISORS - NY, LLC

100 Village Court
Suite 202
Hazlet, New Jersey 07730
Tel: 732-837-4455

About HILLCREST WEALTH ADVISORS - NY, LLC

HILLCREST WEALTH ADVISORS - NY, LLC, formally registered with the SEC as HILLCREST WEALTH ADVISORS - NY, LLC. The firm was established in 04/28/2010. They have over 1 offices throughout the country.

HILLCREST WEALTH ADVISORS - NY, LLC is a Hazlet, New Jersey based Financial Planning firm with nearly $355,400,987 assets under management, offering retirement planning & investment advisory services to 239 clients. The firm is staffed with 2 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	126818
SEC#	801-71316
Assets Managed by Firm	$355,400,987
No. of Clients	239
No. of Advisors	2

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	239	$355,400,987
Individuals (other than high net worth individuals)	5	$1,660,441
High net worth individuals	59	$351,844,577
Corporations or other businesses	Fewer than 5 clients	$1,895,969

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