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

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