HBKS WEALTH ADVISORS

Zuck Road Office Park
5121 Zuck Road
Erie, Pennsylvania 16506
Tel: 814-836-5776

About HBKS WEALTH ADVISORS

HBKS WEALTH ADVISORS, formally registered with the SEC as HBKS WEALTH ADVISORS. The firm was established in 07/19/2001. They have over 14 offices throughout the country.

HBKS WEALTH ADVISORS is a Erie, Pennsylvania based Financial Planning firm with nearly $6,504,509,773 assets under management, offering retirement planning & investment advisory services to 20275 clients. The firm is staffed with 112 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	112139
SEC#	801-60424
Assets Managed by Firm	$6,504,509,773
No. of Clients	20275
No. of Advisors	112

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
Publication of periodicals and newsletters

Firm Client Information

	No. of Clients	AUM
Firm Total	20275	$6,504,509,773
Individuals (other than high net worth individuals)	5700	$1,153,081,888
High net worth individuals	1448	$4,964,858,075
Corporations or other businesses	141	$386,569,810

More Retirement Planning firms in Erie, Pennsylvania:

Firm Name	Assets Under Management	Total Clients	Total Advisors
VANGUARD GROUP INC 100 Vanguard Blvd, V26 Malvern, PA, 19355	$7,909,760,294,676	209	980
FEDERATED INVESTMENT MANAGEMENT COMPANY 1001 Liberty Avenue Pittsburgh, PA, 15222-3779	$501,645,588,245	80	101
VANGUARD GLOBAL ADVISERS, LLC 100 Vanguard Boulevard Malvern, PA, 19355	$432,749,681,046	153	262
VANGUARD ADVISERS, INC. 100 Vanguard Blvd Malvern, PA, 19355	$333,066,527,268	804462	2107
SEI INVESTMENTS MANAGEMENT CORP One Freedom Valley Drive Oaks, PA, 19456	$194,796,322,013	93301	411

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