HBKS Wealth Advisors(HBKS) provides wealth and asset management services to individuals, families, businesses, nonprofits, and other organizations. The firm is distinguished by its comprehensive, customized, and objective approach to managing wealth, providing local, personalized service from 11 offices in four states and backed by the resources of a large, national firm. As a registered investment advisory (RIA) HBKS operates in accordance with the highest ethical standards and according to the strictest interpretation of fiduciary responsibility. Studies by Financial Advisor Magazine and Accounting Today place HBKS among the top U.S. registered investment advisories (RIAs). Visit HBKSWealth.com.
View Top Employees from HBKS Wealth AdvisorsWebsite | http://www.hbkswealth.com |
Revenue | $10 million |
Employees | 117 (100 on RocketReach) |
Founded | 2001 |
Address | 5121 Zuck Road, Erie, Pennsylvania 16505, US |
Phone | (239) 263-1960 |
Fax | (239) 434-0915 |
Technologies |
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Industry | Financial Services, Finance General, Finance |
Web Rank | 17 Million |
Keywords | Comprehensive Wealth Management, Financial Planning, Retirement Planning |
Competitors | C&J Wealth Advisors, FCA Corp, Freestone Capital Management, JFS Wealth Advisors, Wealth Management, Inc. |
SIC | SIC Code 62 Companies, SIC Code 628 Companies |
NAICS | NAICS Code 523 Companies, NAICS Code 52393 Companies, NAICS Code 52 Companies, NAICS Code 5239 Companies |
Looking for a particular HBKS Wealth Advisors employee's phone or email?
The HBKS Wealth Advisors annual revenue was $10 million in 2024.
Joseph Hudeck is the CFO of HBKS Wealth Advisors.
100 people are employed at HBKS Wealth Advisors.
HBKS Wealth Advisors is based in Erie, Pennsylvania.
The NAICS codes for HBKS Wealth Advisors are [523, 52393, 52, 5239].
The SIC codes for HBKS Wealth Advisors are [62, 628].