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HBW ADVISORY SERVICES LLC
SIMI VALLEY, CA
800-473-3856
SEC #801-77333Total AUM
$1.7B
Employees
72Clients
13,871Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
2655 1ST STREET
SUITE 250
SIMI VALLEY
CA 93065
United States
SUITE 250
SIMI VALLEY
CA 93065
United States
Operating Hours
8:30 AM TO 5:00 PM
Monday - Friday
Monday - Friday
Phone
800-473-3856
Other Offices
50
Financials
Total AUM
$1.7B
Accounts
14,679Discretionary
$1.7B
Accounts
14,678Non-Discretionary
$42.3M
Accounts
1
Clients
Individual Clients
13,698AUM
$1.5B
HNW Individual Clients
81AUM
$134.8M
Banking Clients
1AUM
$0
Charitable Organization Clients
1AUM
$0
Government Entity Clients
1AUM
$0
Investment Advisor Clients
1AUM
$0
Insurance Company Clients
1AUM
$0
Sovereign Wealth Fund Clients
1AUM
$0
Corporation or Business Clients
85AUM
$95.8M
Other Clients
1AUM
$0
Description of Other Clients
N/A
Services
Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPARISCSDTNTXUTVAVTWAWIWV
Affiliates
Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.