AR
CFP
AR
CFP

Augustine Anton Repetto

22 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
72 advisors
Number of Clients
7,468 clients
Average Client Portfolio
$871K average
Assets Under Management
$6.5B

Fee Structure

Financial Planning:Included in AUM fee
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Location

101 W Elm St, Suite 350, Conshohocken, PA, 19428

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Augustine is a member of Wyndmoor Properties LLC (commercial real estate) and owner/principal of several rental properties (HBK Fort Myers Realty, HBK Erie Realty, HBK Hermitage Realty, and HBK Meadville Realty). Augustine also dedicates a few hours per week as an insurance agent for HBK Sorce Insurance LLC.

Employment History
Current Registrations
Hbks Wealth Advisors
October 2017 - Present · 8 yrs 4 mos
Previous Registrations
Locust Capital Management LLC
September 2008 - December 2017 · 9 yrs 3 mos
Walnut Street Securities, INC.
June 2006 - September 2008 · 2 yrs 3 mos
Comprehensive Investment Solutions, LLC
April 2003 - March 2006 · 2 yrs 11 mos
CPA Investment Solutions, LLC
October 2002 - March 2006 · 3 yrs 5 mos
Comprehensive Investment Solutions INC
October 2002 - April 2003 · 6 mos
State Registrations5 states
FLILNJNYPA
Advisor
Exams
No exam information available for this advisor.