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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 $1,315,093,006 assets under management, offering retirement planning & investment advisory services to 500 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 $1,315,093,006
No. of Clients 500
No. of Advisors 8

Fee Structure

  • A Percentage of AUM
  • Hourly charges
  • Fixed Fees

Advisory Services Provided

  • Financial Planning
  • Portfolio Management for Individuals
  • Portfolio Management for Business
  • Pension Consulting Services
  • Selection of Other Advisors
  • Educational Seminars/ Workshops

Firm Client Information

No. of ClientsAUM
Firm Total500$1,315,093,006
Individuals (other than high net worth individuals)50$7,368,553
High net worth individuals92$255,320,592
Pension and profit sharing plans79$1,043,467,301
Corporations or other businesses9$8,936,560
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