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HBKS WEALTH ADVISORS
ERIE, PA
814-836-5776
SEC #801-60424Total AUM
$7.7B
Employees
109Clients
7,824Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
2725 COLONIAL AVE
ERIE
PA 16506
United States
ERIE
PA 16506
United States
Operating Hours
8:30A.M. - 5:00 P.M.
Monday - Friday
Monday - Friday
Phone
814-836-5776
Other Offices
12
Financials
Total AUM
$7.7B
Accounts
21,190Discretionary
$7.2B
Accounts
20,782Non-Discretionary
$488.4M
Accounts
408
Clients
Individual Clients
5,747AUM
$1.2B
HNW Individual Clients
1,597AUM
$5.7B
Pension/Profit Sharing Plan Clients
161AUM
$0
Charitable Organization Clients
18AUM
$0
Corporation or Business Clients
301AUM
$748.6M
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension ConsultingPublications
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
AZCACODEFLGAILINKYLAMAMDMEMINCNENHNJNMNYOHORPASCTNTXVAVTWA
Affiliates
Affiliates
Reported 8 business affiliates.
Claimed Affiliates
Reported as an affiliate by 3 other businesses.