HBK Sorce Advisory LLC

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CAFR Data
HBK Sorce Advisory LLC
CRD #112139
SEC #801-60424
CIK #
AUM $4.0 BB (98% Disc, 100% US, 2020-01-29)
Employees90 (72% Investors, 53% Brokers)
Phone814-836-5776
AddressZuck Road Office Park
Erie, PA 16506
Source [IAPD] [Website]
Total AUM ($BB)
5.04.03.02.01.00.01999200620132021
Sector Issuer Cap ($MM) Value ($MM)
SCHX 120.4
SCHF 70.0
SCHM 45.4
IJR 16.1
JPM 291,970.0 14.4
SCHV 13.8
AAPL 1,372,810.0 13.5
VTI 13.2
VOO 12.8
RLY 11.5
View All
Holdings by Sector ($)
0.90.70.50.40.20.02014201620182020
Related Firms State AUM ($BB)
HBK Sorce Advisory LLC
PA 4.0
Park Shore Partners LLC
PA 0.1
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MI 4.1
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CO 4.1
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TX 4.1
Index Fund Advisors Inc
CA 4.0
Brightworth LLC
GA 4.0
Todd Asset Management LLC
KY 4.0
Northwest Capital Management Inc
OR 4.0
Wilmington Trust FSB
FL 3.9
Arbor Point Advisors LLC
NE 3.9
M Holdings Securities Inc
OR 3.8
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