|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| HBA Advisors LLC
✚
|
|
|---|---|
| CRD # | 152050 |
| SEC # | 801-70851 |
| CIK # | |
| AUM | $166.8 M (2025-04-30) |
| Employees | 4 (25% Investors, 0% Brokers) |
| Phone | 626-529-8347 |
| Address | 100 Corson Street Pasadena, CA 91103 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 595 | 61.6 |
| (b) Individuals (high net worth individuals) | 41 | 93.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 7 | 12.1 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 643 | 166.8 |
| By Discretionary | ||
| Discretionary | 641 | 166.2 |
| Non-Discretionary | 2 | 0.5 |
| Total | 643 | 166.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 166.8 | |
| Total | 643 | 166.8 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Ridge Capital Management LLC
✚
|
GA | 0.2 |
|
Lind Capital Partners LLC
✚
|
IL | 0.2 |
|
Financial Architects LLC
✚
|
GA | 0.2 |
|
Affinity Wealth LLC
✚
|
OH | 0.2 |
|
Cross State Financial Group LLC
✚
|
NM | 0.2 |
|
Tempered Investment Management Ltd
✚
|
0.2 | |
|
Broadway Advisor Group LLC
✚
|
NY | 0.2 |
|
Martin Capital Advisors LLP
✚
|
TX | 0.2 |
|
Wesbanco Securities Inc
✚
|
OH | 0.2 |
|
Schrum Private Wealth Management LLC
✚
|
FL | 0.2 |