Hbw Advisory Services LLC

Hbw Advisory Services LLC (CRD# 143665) is a financial advisory firm headquartered in Simi Valley, CA. They manage $321,688,192 in 4,025 accounts and serve the financial needs of clients across 39 states (or territories).

By the Numbers
  • Total Assets Under Management
    322
    MILLION
  • Total Number of Accounts
    4,025
    ACCOUNTS
  • Average Account Value
    $79,923
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AL, AR, AZ, CA, CO, CT, FL, GA, IA, ID, IL, IN, KS, KY, LA, MD, MI, MN, MO, MT, NC, ND, NE, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, VT, WA, WI

Financial Advisors at Hbw Advisory Services LLC
Showing 1 - 10 of 40 top financial advisors.
1
Trenton G. Banwart
CRD#: 4302053
3355 Cochran Street, Suite 100, Simi Valley, CA 93063
93
Wealthminder
score

Trenton Banwart (CRD# 4302053) is an Investment Advisor Representative working at Hbw Advisory Services LLC in Simi Valley, CA and has over 17 years of experience in the finance industry.

2
Louis M. Barrio
CRD#: 2805927
25129 The Old Road, #104, Stevenson Ranch, CA 91381
93
Wealthminder
score

Louis Barrio (CRD# 2805927) is an Investment Advisor Representative working at Hbw Advisory Services LLC in Stevenson Ranch, CA and has over 21 years of experience in the finance industry.

3
Joseph A. Bonanno
CRD#: 1907829
3355 Cochran Street, Suite 100, Simi Valley, CA 93063
93
Wealthminder
score

Joseph Bonanno (CRD# 1907829) is an Investment Advisor Representative working at Hbw Advisory Services LLC in Simi Valley, CA and has over 29 years of experience in the finance industry.

4
Manuel M. Campins
CRD#: 5648122
3185 Corporate Grove Dr., Ste C, Hudsonville, MI 49426
93
Wealthminder
score

Manuel Campins (CRD# 5648122) is an Investment Advisor Representative working at Hbw Advisory Services LLC in Hudsonville, MI and has over 9 years of experience in the finance industry.

5
Sean M. Cisney
CRD#: 4666055
1901 N Roselle Rd, Ste 800, Schaumburg, IL 60195
93
Wealthminder
score

Sean Cisney (CRD# 4666055) is an Investment Advisor Representative working at Hbw Advisory Services LLC in Schaumburg, IL and has over 14 years of experience in the finance industry.

6
Jennifer L. Clark
CRD#: 4499672
3355 Cochran Street, Suite 100, Simi Valley, CA 93063
93
Wealthminder
score

Jennifer Clark (CRD# 4499672) is an Investment Advisor Representative working at Hbw Advisory Services LLC in Simi Valley, CA and has over 12 years of experience in the finance industry.

7
Chad L. Cosens
CRD#: 6035230
3355 Cochran Street, Suite 100, Simi Valley, CA 93063
93
Wealthminder
score

Chad Cosens (CRD# 6035230) is an Investment Advisor Representative working at Hbw Advisory Services LLC in Simi Valley, CA and has over 6 years of experience in the finance industry.

8
Dale R. Curtis
CRD#: 5800950
Temecula, CA
93
Wealthminder
score

Dale Curtis (CRD# 5800950) is an Investment Advisor Representative working at Hbw Advisory Services LLC in Temecula, CA and has over 6 years of experience in the finance industry.

9
Eugene M. Elzenberger
CRD#: 4804643
Castle Rock, CO
93
Wealthminder
score

Eugene Elzenberger (CRD# 4804643) is an Investment Advisor Representative working at Hbw Advisory Services LLC in Castle Rock, CO and has over 13 years of experience in the finance industry.

10
Lewis W. Gloss
CRD#: 4538536
3355 Cochran Street, Suite 100, Simi Valley, CA 93063
93
Wealthminder
score

Lewis Gloss (CRD# 4538536) is an Investment Advisor Representative working at Hbw Advisory Services LLC in Simi Valley, CA and has over 15 years of experience in the finance industry.

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