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
Steven Jacobs (CRD# 2790199) is an Investment Advisor Representative working at Hbw Advisory Services LLC in Springfield, OH and has over 27 years of experience in the finance industry.
Richard Jones (CRD# 4719570) 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.
Edward Kaiser (CRD# 2463240) 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.
Thomas Kaufman (CRD# 3029562) is an Investment Advisor Representative working at Hbw Advisory Services LLC in Simi Valley, CA and has over 25 years of experience in the finance industry.
Daniel Korhorn (CRD# 2944940) 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.
Tyson Kunst (CRD# 4683751) 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.
James Lopes (CRD# 1448130) is an Investment Advisor Representative working at Hbw Advisory Services LLC in Sant Rosa, CA and has over 19 years of experience in the finance industry.
Brian Malkinson (CRD# 6952754) is an Investment Advisor Representative working at Hbw Advisory Services LLC in Simi Valley, CA and has over 5 years of experience in the finance industry.
Todd McCandless (CRD# 6640769) is an Investment Advisor Representative working at Hbw Advisory Services LLC in Chester, VA and has over 8 years of experience in the finance industry.
Jorge Meza (CRD# 3129046) is an Investment Advisor Representative working at Hbw Advisory Services LLC in Simi Valley, CA and has over 24 years of experience in the finance industry.