HBW ADVISORY SERVICES LLC

HTTP://WWW.HBWADVISORY.COM SIMI VALLEY, CA How do I update this listing?

HBW Advisory Services is based out of Simi Valley. HBW Advisory Services is a large advisory firm with 3972 clients and discretionary assets under management (AUM) of $430,390,245 (Form ADV from 2018-10-26). Their last reported 13F filing for Q3 2019 included $104,484,000 in managed 13F securities and a top 10 holdings concentration of 36.58%. HBW Advisory Services's largest holding is SPDR SSGA US Large Cap Low Volatility In with shares held of 68,256. Whalewisdom has at least 1 13F filings

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09/30/2019

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13F Filings Available:
  • 2019-09-30 - 13F-HR (Subscription required)

View Last Form Adv Compilation Report on Record

HBW ADVISORY SERVICES LLC
3355 COCHRAN STREET SUITE 100
SIMI VALLEY CA    93063
Country: United States

Business Phone: 800-473-3856
Fax: 800-636-1302
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Limited Liability Company
Organized in: CA
Number of employees: 63
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,Hourly charges,Fixed fees
Amount of client funds and securities:
Total Number of Clients: 3972
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

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