Overview
Assets Under Management: $1.5 billion
Headquarters: SIMI VALLEY, CA
High-Net-Worth Clients: 74
Average Client Assets: $1 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 74
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 7.14
Average High-Net-Worth Client Assets: $1 million
Total Client Accounts: 13,885
Discretionary Accounts: 13,884
Non-Discretionary Accounts: 1
Regulatory Filings
CRD Number: 143665
Filing ID: 2000027
Last Filing Date: 2025-06-25 15:12:00
Website: https://hbwadvisory.com