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Healthview Asset Management, Inc. CRD 141884
$104M regulatory AUM 182 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
219 N Main Street, Pittsburgh, PA 15215 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2023-04-25 |
| MA | RA | APPROVED | 2018-08-30 |
Branch Locations
55 Ferncroft Road, Danvers, MA 01923 • United States
219 N Main Street, Pittsburgh, PA 15215 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Healthview Services, Inc. | Danvers | MA | 07/2005 | Present |
| Healthview Services, Inc. | Danvers | MA | 07/2004 | Present |
PRESIDENT OF HEALTHVIEW SERVICES, INC. A FIRM PROVIDING HEALTHCARE COST PROJECTIONS AND RELATED SERVICES TO THE FINANCIAL SERVICES INDUSTRY AND THEIR CUSTOMERS. PRESIDENT OF HEALTHVIEW ADVISORY SERVICES, INC., DANVERS, MASS., A MASSACHUSETTS REGISTERED INVESTMENT ADVISER WHOLLY OWNED BY HVS. CHIEF INVESTMENT OFFICER OF AN AFFILIATED ADVISOR, BENNINGTON ASSET MANAGEMENT, INC., A WHOLLY-OWNED SUBSIDIARY OF HVS AND A PENNSYLVANIA REGISTERED INVESTMENT ADVISOR LICENSED IN MASSACHUSETTS. BOARD MEMBER OF RETIREMENT INCOME INDUSTRY ASSOCIATION
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