Overview
Assets Under Management: $1.2 billion
Headquarters: LINCOLNSHIRE, IL
High-Net-Worth Clients: 385
Average Client Assets: $2.6 million
Frequently Asked Questions
HUBER FINANCIAL 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 #153747), HUBER FINANCIAL is subject to fiduciary duty under federal law.
HUBER FINANCIAL is headquartered in LINCOLNSHIRE, IL.
HUBER FINANCIAL serves 385 high-net-worth clients according to their SEC filing dated April 13, 2018. View client details ↓
According to their SEC Form ADV, HUBER FINANCIAL offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, selection of other advisors, and educational seminars and workshops. View all service details ↓
HUBER FINANCIAL manages $1.2 billion in client assets according to their SEC filing dated April 13, 2018.
According to their SEC Form ADV, HUBER FINANCIAL 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, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 385
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 80.24%
Average Client Assets: $2.6 million
Total Client Accounts: 3,756
Discretionary Accounts: 3,597
Non-Discretionary Accounts: 159
Regulatory Filings
CRD Number: 153747
Filing ID: 1209335
Last Filing Date: 2018-04-13 17:20:00