Hintz, Holman & Robillard, Inc. (Berkeley Heights)

Name: Hintz, Holman & Robillard, Inc.
Address: 4 Connell Drive, Berkeley Heights, NJ, 07922
Telephone: (908) 771-3900

Hintz, Holman & Robillard, Inc. is a large advisory firm based in Berkeley Heights. It manages $1.26 billion of regulatory assets for 9 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdiction of New Jersey.

Hintz, Holman & Robillard provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Hintz, Holman & Robillard: assets under management

The assets under management (AUM) of Hintz, Holman & Robillard, Inc. is $1.26 billion, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.

The firm manages $1.26 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $139.96 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Hintz, Holman & Robillard, Inc. for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Hintz, Holman & Robillard, Inc.

Joseph Conroy Robillard has served as the Chief Investment Officer since 1 Sep 2001. Timothy Christopher Klag joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Edward R Hintz	Principal/portfolio manager	1 Oct 1975	75% - 100%	4562171
Louis M. Rosen	Chief financial officer/treasurer	1 Jan 1986	Other	4562174
Joseph Conroy Robillard	Chief investment officer	1 Sep 2001	Other	1754708
Timothy Christopher Klag	Chief compliance officer	1 Dec 2005	Other	5073838

Based in Berkeley Heights

The principal office where Hintz, Holman & Robillard, Inc. performs its advisory services is located at 4 Connell Drive, Berkeley Heights, NJ 07922, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number (908) 771-3900 or by fax (908) 771-3901. The normal business hours are 9:00am to 5:00pm on Monday - Friday. You can find more information about the New York firm at www.hhr.com.