$390.7M Total AUM
$390.7M Disc. AUM
-- 3Y CAGR
2 Employees
67 ADV. Clients
20 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 09-30-2005
- Office Locations
- 1
Office Locations
101 Crawfords Corner Road Suite 4116 Holmdel NJ
About Eisner Retirement Solutions LLC
Hillcrest Wealth Advisors is a boutique RIA providing comprehensive financial planning and discretionary investment advisory services for high-net-worth clients, including client-oversight and advocacy to align decisions to long-term goals. Portfolios emphasize ETFs with an asset-allocation and risk-management focus. Custody is through Charles Schwab.
Team overview
-- AVG AGE
$390.7M AVG AUM / ADVISOR
$5.8M AVG AUM / CLIENT
9.5 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
20yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
DANNY ANTHONY YU
Account Manager, Chief Compliance Officer, Chief Executive Officer
- CRD
- #4549121
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $390,721,478 | $1,662,645 |
| Non-Discretionary | $0 | -- |
| Total | $390,721,478 | $1,662,645 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Municipal Bonds:
Available Cash:
Available Public Funds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Municipal Bonds | Available | Available |
| Cash | Available | Available |
| Public Funds | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
Continue browsing