HBK Sorce Advisory LLC


Assets, Funds, Holdings

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HBK Sorce Advisory LLC
CRD #112139
SEC #801-60424
AUM $4.0 BB (98% Disc, 100% US, 2020-01-29)
Employees90 (72% Investors, 53% Brokers)
AddressZuck Road Office Park
Erie, PA 16506
Source [IAPD] [Website]
Total AUM ($BB)
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 ($)
Related Firms State AUM ($BB)
HBK Sorce Advisory LLC
PA 4.0
Park Shore Partners LLC
PA 0.1
Comparable Firms State AUM ($BB)
Heber Fuger Wendin Inc
MI 4.1
Geneos Wealth Management Inc
CO 4.1
A I M Capital Management Inc
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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