HUB INVESTMENT PARTNERS, LLC

900 S. Capital Of Tx Highway
Suite 350
Austin, Texas 78746
Tel: 512-600-5390

About HUB INVESTMENT PARTNERS, LLC

HUB INVESTMENT PARTNERS, LLC, formally registered with the SEC as HUB INVESTMENT PARTNERS, LLC. The firm was established in 04/01/2020. They have over 29 offices throughout the country.

HUB INVESTMENT PARTNERS, LLC is a Austin, Texas based Financial Planning firm with nearly $7,320,554,466 assets under management, offering retirement planning & investment advisory services to 2202 clients. The firm is staffed with 50 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	307956
SEC#	801-118346
Assets Managed by Firm	$7,320,554,466
No. of Clients	2202
No. of Advisors	50

Fee Structure

A percentage of AUM
Fixed fees
Performance Based

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	2202	$7,320,554,466
Individuals (other than high net worth individuals)	1340	$425,139,113
High net worth individuals	437	$2,229,831,844
Charitable organizations	6	$5,092,327
Corporations or other businesses	53	$133,858,416

More Retirement Planning firms in Austin, Texas:

Firm Name	Assets Under Management	Total Clients	Total Advisors
DIMENSIONAL FUND ADVISORS LP 6300 Bee Cave Road, Building One Austin, TX, 78746	$749,622,475,396	1153	1166
FISHER INVESTMENTS 6500 International Pkwy, Ste 2050 Plano, TX, 75093-8222	$298,729,428,900	360116	4065
VICTORY CAPITAL MANAGEMENT INC. 15935 La Cantera Pkwy San Antonio, TX, 78256	$151,257,095,924	2923	481
TPG GLOBAL ADVISORS, LLC 301 Commerce Street, Suite 3300 Fort Worth, TX, 76102	$141,927,200,000	158	1036
NB ALTERNATIVES ADVISERS LLC 325 North Saint Paul Street, Suite 4900 Dallas, TX, 75201	$118,041,119,970	827	319

Explore More Retirement Advisors in Austin, Texas

RetirementPlanning.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. RetirementPlanning.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. RetirementPlanning.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.