HUB INTERNATIONAL INVESTMENT ADVISORY SERVICES INC.
Total AUM
$691.7M
Employees
5Clients
31Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
2300 CLAYTON ROAD, SUITE 300
CONCORD
CA 94520
United States
CONCORD
CA 94520
United States
Operating Hours
9:00 TO 5:00
Monday - Friday
Monday - Friday
Phone
805-879-9536
Other Offices
2
Financials
Total AUM
$691.7M
Accounts
31Discretionary
$0
Accounts
0Non-Discretionary
$691.7M
Accounts
31
Clients
Pension/Profit Sharing Plan Clients
31AUM
$691.7M
Services
Services Offered
EducationOther ServicesPension Consulting
Other Services
CORPORATE RETIREMENT PLAN CONSULTING SERVICES
Compensation Types
Charges Other FeeCharges Percentage AUM
Other Compensation
PERCENTAGE OF PLAN ASSETS UNDER ADVISEMENT
Compliance
Disclosures
None reported
State Registrations
CAFLILLANCTX
Affiliates
Affiliates
Reported 5 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.