Hbw Advisory Services LLC
Hbw Advisory Services LLC (CRD# 143665) is a financial advisory firm headquartered in Simi Valley, CA. They manage $1,134,812,630 in 12,974 accounts and serve the financial needs of clients across 51 states (or territories).
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Total Assets Under Management1,135MILLION
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Total Number of Accounts12,974ACCOUNTS
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Average Account Value$87,468
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
Jennie Fleming (CRD# 4739088) is an Investment Advisor Representative working at Hbw Advisory Services LLC in Simi Valley, CA and has over 20 years of experience in the finance industry.
Stephen Foley (CRD# 2150488) is an Investment Advisor Representative working at Hbw Advisory Services LLC in Simi Valley, CA and has over 32 years of experience in the finance industry.
Chad Francis (CRD# 6893333) 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.
Bryan Geurink (CRD# 6889584) is an Investment Advisor Representative working at Hbw Advisory Services LLC in Simi Valley, CA and has 1 year of experience in the finance industry.
Rick Harbus (CRD# 2278654) is an Investment Advisor Representative working at Hbw Advisory Services LLC in Simi Valley, CA and has over 31 years of experience in the finance industry.
Barnett Hellenbrand (CRD# 1141518) is an Investment Advisor Representative working at Hbw Advisory Services LLC in Eagle, ID and has over 40 years of experience in the finance industry.
Kerri Herlick (CRD# 4823865) is an Investment Advisor Representative working at Hbw Advisory Services LLC in Saratoga Springs, NY and has over 11 years of experience in the finance industry.
Jonathan Hoag (CRD# 2867703) is an Investment Advisor Representative working at Hbw Advisory Services LLC in Simi Valley, CA and has over 26 years of experience in the finance industry.
Jamison Imhoff (CRD# 6068467) is an Investment Advisor Representative working at Hbw Advisory Services LLC in Simi Valley, CA and has over 11 years of experience in the finance industry.
Kevin Imhoff (CRD# 1464384) is an Investment Advisor Representative working at Hbw Advisory Services LLC in Simi Valley, CA and has over 38 years of experience in the finance industry.