Hbw Advisory Services LLC
● SEC registered since 2012CRD 143665SEC# 801-77333Simi Valley, CA
Reg. AUM
$1.75B
Employees
72
Accounts
14,679
Location
Simi Valley, CA
Hbw Advisory Services LLC assets under management
Hbw Advisory Services LLC is an investment advisory firm registered with the SEC based in Simi Valley, CA. The firm has been registered since 2012. It reports $1.7 billion in regulatory assets under management and employs 72 people.
Hbw Advisory Services LLC owners & executives
5 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Barnett David Hellenbrand Control | Director | Under 5% | 2007 |
| Hbw Financial & Insurance Services LLC Control | Owner | 50-75% | 2007 |
| Joseph Anthony Bonanno Control | Director, President | Under 5% | 2007 |
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Join to unlock · $37/moFrequently asked questions
How much does Hbw Advisory Services LLC manage?
Hbw Advisory Services LLC reports $1.7 billion in regulatory assets under management on its Form ADV.
How many employees does Hbw Advisory Services LLC have?
Hbw Advisory Services LLC reports 72 employees.
Where is Hbw Advisory Services LLC located?
Hbw Advisory Services LLC is based in Simi Valley, CA and has been SEC-registered since 2012.
Does Hbw Advisory Services LLC disclose fund performance?
Hbw Advisory Services LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 2655 1st Street, Suite 250, Simi Valley, CA 93065 |
| Phone | 800-473-3856 |
| Fax | 800-636-1302 |
| Office hours | 8:30 a.m. To 5:00 p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| CIK | 1790525 |
| Discloses disciplinary history | No |
Regulatory AUM
$1.75B▲ 18%
Apr '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 24%
Larger than 76% of 16,271 advisers
EmployeesTop 9%
More than 91% of 16,825 advisers
Assets under management
$1.75Bregulatory AUM
Discretionary $1.71BNon-discretionary $42.3M