Hbk Advisory Services LLC is a large advisory firm based in Boardman. It manages $272 million of regulatory assets for 1,204 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of California, Florida, Massachusetts, and 5 other states.
Hbk Advisory Services provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, pension consulting services, and selection of other advisers. It prepares financial plans for more than 100 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Hbk Advisory Services LLC is $272 million. The firm's AUM has grown by 158% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Hbk Advisory Services LLC for their services and products based on a percentage of assets under management, hourly charges, subscription fees, fixed fees, and commissions. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Phillip Lyle Wilson has been acting as President since 1 Jun 2000. Barry Fordyce Holes joined the executive team most recently as the Director.
The principal office where Hbk Advisory Services LLC performs its advisory services is located at 7620 Market Street, Boardman, OH 44512, which is also the mailing address of the firm. An additional office of the firm is in Salem, OH. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 330-758-0428 or by fax 330-726-4806. The normal business hours are 8:30a.m. - 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at www.hbksorce.com.