The HUB INTERNATIONAL INVESTMENT ADVISORY SERVICES is a privately held investment adviser that advises $192.33Bn in regulatory assets under management held in 0 SEC fund types across 0 investment strategies. HUB INTERNATIONAL INVESTMENT ADVISORY SERVICES is a SMA An SMA manager is a manager whose >=75% of total assets under management are in separately managed accounts, which are discretionary client-specific accounts rather than pooled vehicles. Manager. Assets increased by 83.06% over the last 5-years.
The Group has been registered with the SEC for 24.45 years and is comprised of 3 filing and 0 relying advisers. They operate out of 45 office locations with their Headquarters at 4340 REDWOOD HIGHWAY SUITE B-60, SAN RAFAEL, CALIFORNIA. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 648 employees comprised of 549 investment and 99 non-investment staff. The total number of Employees increased by 23.43% over the last 5-years.
Their $192.33Bn in assets advised are owned by 0 private funds, 1 public fund and BDCs and 12,370 other accounts. Assets of Pension and Profit Sharing Plans-Private clients own $170.73Bn or 88.77% of Total Assets and High Net Worth Individuals own $12.28Bn or 6.39% of Total Assets.
The Group's top investment strategies include , representing of total assets, respectively.
They advise 8 types of clients, top clients are Pension and Profit Sharing Plans-Private and High Net Worth Individuals.
The Group uses 0 Fund Administrators, 0 Fund Auditors, 0 Prime Brokers, 0 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses advisory fees, fixed fees and management fees.
HUB INTERNATIONAL INVESTMENT ADVISORY SERVICES names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.