Hbk Sorce Advisory LLC
● SEC registered since 2001CRD 112139SEC# 801-60424Erie, PA
Reg. AUM
$7.66B
Employees
109
Accounts
21,190
Location
Erie, PA
Hbk Sorce Advisory LLC assets under management
Hbk Sorce Advisory LLC is a registered investment adviser overseen by the SEC based in Erie, PA. The firm has been registered since 2001. It reports $7.7 billion in regulatory assets under management and employs 109 people.
Hbk Sorce Advisory LLC owners & executives
6 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Christopher Mark Allegretti Control | Chairman, Member | Under 5% | 2001 |
| Hbk Sorce Financial LLC Control | Parent Company | Over 75% | 2000 |
| Michael Gustave Wassmann Control | Chief Compliance Officer | Under 5% | 2011 |
See all 6 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Hbk Sorce Advisory LLC manage?
Hbk Sorce Advisory LLC reports $7.7 billion in regulatory assets under management on its Form ADV.
How many employees does Hbk Sorce Advisory LLC have?
Hbk Sorce Advisory LLC reports 109 employees.
Where is Hbk Sorce Advisory LLC located?
Hbk Sorce Advisory LLC is based in Erie, PA and has been SEC-registered since 2001.
Does Hbk Sorce Advisory LLC disclose fund performance?
Hbk Sorce Advisory LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 2725 Colonial Ave, Erie, PA 16506 |
| Phone | 814-836-5776 |
| Fax | 814-836-5779 |
| Office hours | 8:30a.m. - 5:00 p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$7.66B▲ 18%
Apr '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 10%
Larger than 90% of 16,271 advisers
EmployeesTop 7%
More than 93% of 16,825 advisers
Assets under management
$7.66Bregulatory AUM
Discretionary $7.17BNon-discretionary $488.4M