Assets Under Management
$1.5B
Number of Clients
12,626
Number of Advisors
65
Average Client AUM
$117K
AUM per Advisor
$22.7M
Compensation
Fee-Only (AUM)Fixed/Hourly
HBW Advisory Services LLC provides discretionary and non-discretionary asset management, financial planning, and consulting services. They consider client risk tolerance and objectives to recommend investment strategies. HBW may use sub-advisers and co-advisors. They also offer an online portfolio management platform through Betterment LLC.
2655 1st Street, Suite 250, Simi Valley, CA, 93065