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.
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 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. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
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.
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.