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HBW ADVISORY SERVICES LLC
2655 1st Street
Suite 250
Simi Valley, California 93065
Tel: 800-473-3856
About HBW ADVISORY SERVICES LLC
HBW ADVISORY SERVICES LLC, formally registered with the SEC as HBW ADVISORY SERVICES LLC. The firm was established in 11/07/2012. They have over 51 offices throughout the country.
HBW ADVISORY SERVICES LLC is a Simi Valley, California based Financial Planning firm with nearly $1,476,802,564 assets under management, offering retirement planning & investment advisory services to 13885 clients. The firm is staffed with 67 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 143665 |
| SEC# | 801-77333 |
| Assets Managed by Firm | $1,476,802,564 |
| No. of Clients | 13885 |
| No. of Advisors | 67 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection for other advisors
- Education seminars/workshops
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 13885 | $1,476,802,564 |
| Individuals (other than high net worth individuals) | 12459 | $1,294,867,213 |
| High net worth individuals | 74 | $105,445,641 |
| Corporations or other businesses | 93 | $76,489,710 |
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|---|---|---|---|
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