HBKS Wealth Advisors Review

Trust Score 90%
Trust Score info_outline

Last updated: July 21st, 2019. Data source: SEC filings.

HBKS Wealth Advisors, federally registered in 2001, is a Registered Investment Advisor (RIA) in 30 state(s) with a licensed staff of 71 advisors. HBKS Wealth Advisors manages $3.4 billion and provides investment advisory services for 4,151 clients (1:59 advisor/client ratio). This firm does not have a disciplinary history.


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Firm Information

Feature Value
Minimum Investment $0
Average Client Balance $830,653
Hybrid Advisor Yes
Disciplinary History No
Total AUM $3.4 billion
Advisor / Client Ratio 1:59
Headquarters Erie, PA
SEC Filings Forms and Brochures    (CRD # 112139)
State(s) Registered AZ, CA, CO, DE, FL, GA, IL, IN, KY, LA, ME, MD, MA, MI, NE, NH, NJ, NM, NY, NC, OH, OR, PA, SC, TN, TX, VT, VA, WA, WY

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