The HBW ADVISORY SERVICES LLC is a privately held investment adviser that advises $1.75Bn in regulatory assets under management held in 0 SEC fund types across 0 investment strategies. HBW ADVISORY SERVICES LLC is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 129.56% over the last 5-years.
The Group has been registered with the SEC for 13.74 years and is comprised of 1 filing and 0 relying advisers. They operate out of 23 office locations with their Headquarters at 2655 1ST STREET SUITE 250, SIMI VALLEY, CALIFORNIA. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 72 employees comprised of 68 investment and 4 non-investment staff. The total number of Employees increased by 26.32% over the last 5-years.
Their $1.75Bn in assets advised are owned by 0 private funds, 0 public funds and BDCs and 85 other accounts. Assets of Individuals clients own $1.52Bn or 86.81% of Total Assets and High Net Worth Individuals own $134.8mn or 7.71% of Total Assets.
The Group's top investment strategies include , representing of total assets, respectively.
They advise 3 types of clients, top clients are Individuals 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 fixed fees and management fees.
HBW ADVISORY SERVICES LLC names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.