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| Keyboard |
| HBA Advisors LLC
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|---|---|
| CRD # | 152050 |
| SEC # | 801-70851 |
| CIK # | |
| AUM | 234.3 M (2026-06-18) |
| 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) | 610 | 96.6 |
| (b) Individuals (high net worth individuals) | 48 | 123.2 |
| (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 | 14.5 |
| (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 | 665 | 234.3 |
| By Discretionary | ||
| Discretionary | 663 | 226.9 |
| Non-Discretionary | 2 | 7.5 |
| Total | 665 | 234.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 234.3 | |
| Total | 665 | 234.3 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Kingsman Wealth Management Inc
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FL | 235.0 M |
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LCW Services LLC
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|
CBM Financial LLC
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|
Palacios Wealth Management LLC
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FL | 234.3 M |
|
Rademacher Financial Inc
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KS | 234.3 M |
|
Belleair Asset Management LLC
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FL | 234.3 M |
|
Bonfire Financial LLC
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CO | 234.0 M |
|
Daviman Financial LLC
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|
233.9 M | |
|
Fountain Square Asset Management LLC
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|
OH | 233.7 M |
|
The Aranda Group Advisors LLC
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PA | 233.7 M |