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Building 2HUBER FINANCIAL

Map pinLINCOLNSHIRE, IL
Phone847-541-6888
NotebookSEC #801-71465
Total AUM
$1.5B
Employees
25
Clients
1,036

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
475 HALF DAY ROAD
SUITE 210
LINCOLNSHIRE
IL 60069
United States
Operating Hours
8 AM TO 5 PM
Monday - Friday
Phone
847-541-6888
Other Offices
1

ReceiptFinancials

Total AUM
$1.5B
Accounts
4,209
Discretionary
$1.4B
Accounts
4,037
Non-Discretionary
$32.3M
Accounts
172

ContactClients

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Individual Clients
579
AUM
$271.1M
HNW Individual Clients
449
AUM
$1.2B
Pension/Profit Sharing Plan Clients
8
AUM
$10.1M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension ConsultingPublications
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCAFLILINMIMNMONCNJTXWAWI

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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