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| Happy Holidays!! thanks for using AUM13F!! |
| HBK Sorce Advisory LLC
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| CRD # | 112139 |
| SEC # | 801-60424 |
| CIK # | 0001379995 |
| AUM | $6.5 B (2025-07-08) |
| Employees | 112 (67% Investors, 19% Brokers) |
| Phone | 814-836-5776 |
| Address | 2725 Colonial Ave Erie, PA 16506 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [Facebook] |
| Total AUM ($B) |
|---|
| CIK | Period |
|---|---|
| 0001379995 |
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Apple Inc | 0.1 | ||
| Microsoft Corp | 0.0 | ||
| Nvidia Corp | 0.0 | ||
| J P Morgan Chase & Co | 0.0 | ||
| Amazon Com Inc | 0.0 | ||
| Facebook Inc | 0.0 | ||
| Lilly Eli & Co | 0.0 | ||
| Comcast Corp | 0.0 | ||
| Alphabet Inc | 0.0 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 5,700 | 1.2 |
| (b) Individuals (high net worth individuals) | 1,448 | 5.0 |
| (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 | 161 | 0.0 |
| (h) Charitable organizations | 18 | 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 | 141 | 0.4 |
| (n) Other | 0 | 0.0 |
| Total | 20,275 | 6.5 |
| By Discretionary | ||
| Discretionary | 19,868 | 6.4 |
| Non-Discretionary | 407 | 0.1 |
| Total | 20,275 | 6.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 6.5 | |
| Total | 20,275 | 6.5 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001379995] |
| Related Firms | State | AUM ($B) |
|---|---|---|
|
HBK Sorce Advisory LLC
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|
PA | 6.5 |
|
Park Shore Partners LLC
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|
PA | 0.1 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Riverbridge Partners LLC
✚
|
MN | 6.9 |
|
Marcuard Family Office Ltd
✚
|
6.8 | |
|
FNB Investment Advisors Inc
✚
|
PA | 6.7 |
|
Thrivent Advisor Network LLC
✚
|
MN | 6.6 |
|
NorthRock Partners LLC
✚
|
MN | 6.6 |
|
Zhang Financial LLC
✚
|
MI | 6.5 |
|
Fidelity Institutional Wealth Adviser LLC
✚
|
MA | 6.5 |
|
TD Private Client Wealth LLC
✚
|
NY | 6.5 |
|
Axxcess Wealth Management LLC
✚
|
CA | 6.3 |
|
Richmond Capital Management Inc
✚
|
VA | 6.1 |