Hbk Wealth Management
Hbk Wealth Management (CRD# 168419) is a financial advisory firm headquartered in Cincinnati, OH. They manage $294,721,643 in 971 accounts and serve the financial needs of clients across 12 states (or territories).
Total Assets Under Management295MILLION
Total Number of Accounts971ACCOUNTS
Average Account Value$303,524
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
AZ, CO, FL, IL, IN, KY, MI, MO, NC, OH, TN, TX
Mary Herrington (CRD# 4582994) is an Investment Advisor Representative working at Hbk Wealth Management in Cincinnati, OH and has over 15 years of experience in the finance industry. Mary Herrington has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Michael Bohmer (CRD# 2790985) is an Investment Advisor Representative working at Hbk Wealth Management in Cincinnati, OH and has over 21 years of experience in the finance industry.