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HEALTHVIEW ASSET MANAGEMENT, INC.
CRD 141884 · SEC 801-131629
219 N MAIN STREET, PITTSBURGH, PA, 15215, United States
Phone
412-782-5400
Fax
412-782-5444
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$104.4M
Discretionary AUM
$104.4M
Team
4 total employees; 3 advisory reps; 182 broker-dealer reps
Clients
0
Fees
Percentage of AUM; Fixed fees
Org form
Corporation
Filing date
2026-03-25
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 141 | $17.0M |
| High net worth individuals | 39 | $87.4M |
States served
MA, MI, NY, PA
All web addresses on file
Official SEC filing: View on IAPD