CRD: 141884
Healthview Asset Management, Inc.
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- Custodian
- BNP Paribas · Fidelity/NFS · PNC
- Clients
- Retail
- Platforms
- --
- Established Date
- 12-05-2006
- Office Locations
- 2
Office Locations
About Healthview Asset Management, Inc.
Healthview Asset Management is a Pittsburgh-based RIA serving retail and institutional clients with discretionary portfolio management. The firm emphasizes asset allocation via ETF-centric SMAs, with additional tax planning and insurance planning support. Investment themes include fixed income, natural resources, and emerging markets; custody includes Fidelity/NFS.
Team overview
Insights
Asset Classes
Investment Themes
Investment Vehicles
Services
Owner & Executives
GEORGE BERNARD JR
Chief Compliance Officer, Chief Executive Officer, Investment Advisor, President, TREASURER
- CRD
- #833856
- Ownership
- Less than 5%
RENATO MASTROGIOVANNI
Chairman, Chief Investment Officer, President
- CRD
- #4359764
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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Renato Ron Mastrogiovanni
Chief Revenue Officer
- CRD
- #7978796
DOUGLAS PAUL WOODS
Director
- CRD
- #2589368
Showing 2 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $104,401,000 | $573,632 |
| Non-Discretionary | $0 | -- |
| Total | $104,401,000 | $573,632 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Equity - OTC | Available | Available |
| Private Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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