Overview
Assets Under Management: $447 million
Headquarters: SEATTLE, WA
High-Net-Worth Clients: 144
Average Client Assets: $2.8 million
Frequently Asked Questions
HBC FINANCIAL SERVICES, PLLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #115751), HBC FINANCIAL SERVICES, PLLC is subject to fiduciary duty under federal law.
HBC FINANCIAL SERVICES, PLLC is headquartered in SEATTLE, WA.
HBC FINANCIAL SERVICES, PLLC serves 144 high-net-worth clients according to their SEC filing dated March 01, 2024. View client details ↓
According to their SEC Form ADV, HBC FINANCIAL SERVICES, PLLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and pension consulting services. View all service details ↓
HBC FINANCIAL SERVICES, PLLC manages $447 million in client assets according to their SEC filing dated March 01, 2024.
According to their SEC Form ADV, HBC FINANCIAL SERVICES, PLLC serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting
Clients
Number of High-Net-Worth Clients: 144
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 89.01%
Average Client Assets: $2.8 million
Total Client Accounts: 674
Discretionary Accounts: 659
Non-Discretionary Accounts: 15
Regulatory Filings
CRD Number: 115751
Filing ID: 1821193
Last Filing Date: 2024-03-01 10:49:00