Healthview Asset Management, Inc.
- Regulatory AUM
- $104M
- Discretionary
- $104M
- Clients
- 180
- Avg AUM / client
- $580K
- Accounts
- 182
- Employees
- 4
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 25, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 141 | $17.0M | 16.3% |
| High net worth individuals | 39 | $87.4M | 83.7% |
People (4)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| George Bernard | Ceo, President, Chief Compliance Officer, And Treasurer | Aug 2006 (20y) | Less than 5% | |
| Renato Mastrogiovanni | Chairman, Chief Investment Officer | Aug 2006 (20y) | Less than 5% | |
| Douglas Paul Woods | Registered representative | Mar 2016 (10y) | ||
| Renato Ron Mastrogiovanni | Registered representative | Sep 2024 (2y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Healthview Services, Inc. | 100% Owner | Jun 2017 | A | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/25/2026 | 910 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 25, 2026.
View current Form ADV (SEC/IAPD) ↗