HBK Sorce Advisory LLC

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Assets, Funds, Holdings

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HBK Sorce Advisory LLC
CRD #112139
SEC #801-60424
CIK #0001379995
AUM$3.4 BB
Employees71
Phone814-836-5776
AddressZuck Road Office Park 5121 Zuck Road
Erie, PA 16506
Links IAPDexternal EDGARexternal Websiteexternal
Total AUM ($BB)
Sector Holding Cap ($MM) Value ($MM)
SCHX 168.2
SCHF 73.6
SCHM 47.9
IJR 17.1
AAPL 843,560.0 14.0
FEX 12.6
VTI 12.5
STZ 31,960.0 11.8
VOO 11.5
TSS 16,620.0 11.2
View All
Holdings by Sector ($BB)
Related Firms AUM ($BB)
HBK Sorce Advisory LLC 3.4
Park Shore Partners LLC 0.1