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HILLCREST WEALTH ADVISORS - NY, LLC

SEC Form ADV profile.

Total regulatory AUM
$390,721,478
Discretionary
$390,721,478
Non-discretionary
$0

Firm details

CRD number
126818
SEC file number
801-71316
Main office
HOLMDEL, NJ, United States
Employees
2
SEC status
Approved
Fee structure
Percentage of AUM Hourly Fixed fees

As of October 2026.