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HUB INVESTMENT ADVISORS, INC

11516 Miracle Hills Dr.
Suite 100
Omaha, Nebraska 68154
Tel: 402-964-5400

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About HUB INVESTMENT ADVISORS, INC

HUB INVESTMENT ADVISORS, INC, formally registered with the SEC as HUB INVESTMENT ADVISORS, INC. The firm was established in 07/20/2012. They have over 4 offices throughout the country.

HUB INVESTMENT ADVISORS, INC is a Omaha, Nebraska based Financial Planning firm with nearly $1,511,396,033 assets under management, offering retirement planning & investment advisory services to 493 clients. The firm is staffed with 8 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#164600
SEC#801-76898
Assets Managed by Firm$1,511,396,033
No. of Clients493
No. of Advisors8

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
  • Pesnsion consulting services
  • Selection for other advisors
  • Education seminars/workshops

Firm Client Information

No. of ClientsAUM
Firm Total493$1,511,396,033
Individuals (other than high net worth individuals)61$10,575,665
High net worth individuals76$276,660,537
Pension and profit sharing plans72$1,215,305,537
Corporations or other businesses8$8,854,294

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