Hbc Financial Services, Pllc

Hbc Financial Services, Pllc (CRD# 115751) is a financial advisory firm headquartered in Seattle, WA. They manage $447,030,300 in 674 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
1200 Westlake Ave N, Ste 902, Seattle, WA 98109
http://www.advisercpa.com
By the Numbers
  • Total Assets Under Management
    447
    MILLION
  • Total Number of Accounts
    674
    ACCOUNTS
  • Average Account Value
    $663,250
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, WA

Financial Advisors at Hbc Financial Services, Pllc
Showing 1 - 4 of 4 top financial advisors.
1
James Claypool, financial advisor Seattle WA
James B. Claypool
CRD#: 4680688
1200 Westlake Ave N, Ste 902, Seattle, WA 98109

James Claypool (CRD# 4680688) is an Investment Advisor Representative working at Hbc Financial Services, Pllc in Seattle, WA and has over 20 years of experience in the finance industry.

2
James Guard, financial advisor Seattle WA
James D. Guard
CRD#: 5569407
1200 Westlake Ave N, Ste 902, Seattle, WA 98109

James Guard (CRD# 5569407) is an Investment Advisor Representative working at Hbc Financial Services, Pllc in Seattle, WA and has over 15 years of experience in the finance industry.

3
Janon Niess, financial advisor Seattle WA
Janon L. Niess
CRD#: 6709138
1200 Westlake Ave N, Ste 902, Seattle, WA 98109

Janon Niess (CRD# 6709138) is an Investment Advisor Representative working at Hbc Financial Services, Pllc in Seattle, WA and has over 6 years of experience in the finance industry.

4
Erika Allen, financial advisor Seattle WA
Erika S. Allen
CRD#: 7288146
1200 Westlake Ave N, Ste 902, Seattle, WA 98109

Erika Allen (CRD# 7288146) is an Investment Advisor Representative working at Hbc Financial Services, Pllc in Seattle, WA and has over 3 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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