Overview
Assets Under Management: $219 million
Headquarters: ELLICOTT CITY, MD
High-Net-Worth Clients: 53
Average Client Assets: $4 million
Frequently Asked Questions
HUBER, WEAKLAND & ASSOCIATES, INC. 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 #120745), HUBER, WEAKLAND & ASSOCIATES, INC. is subject to fiduciary duty under federal law.
HUBER, WEAKLAND & ASSOCIATES, INC. is headquartered in ELLICOTT CITY, MD.
HUBER, WEAKLAND & ASSOCIATES, INC. serves 53 high-net-worth clients according to their SEC filing dated February 05, 2025. View client details ↓
According to their SEC Form ADV, HUBER, WEAKLAND & ASSOCIATES, INC. offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, and selection of other advisors. View all service details ↓
HUBER, WEAKLAND & ASSOCIATES, INC. manages $219 million in client assets according to their SEC filing dated February 05, 2025.
According to their SEC Form ADV, HUBER, WEAKLAND & ASSOCIATES, INC. 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
Clients
Number of High-Net-Worth Clients: 53
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 78.32
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 492
Discretionary Accounts: 492
Regulatory Filings
CRD Number: 120745
Last Filing Date: 2025-02-05 00:00:00
Website: https://hwafinancialgroup.com