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| Happy Holidays!! thanks for using AUM13F!! |
| Hub Investment Advisors Inc
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| CRD # | 164600 |
| SEC # | 801-76898 |
| CIK # | |
| AUM | $2.1 B (2025-03-27) |
| Employees | 9 (78% Investors, 78% Brokers) |
| Phone | 402-964-5400 |
| Address | 11516 Miracle Hills Dr Omaha, NE 68154 |
| Source | [IAPD] [Website] |
| Total AUM ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 74 | 0.0 |
| (b) Individuals (high net worth individuals) | 74 | 0.3 |
| (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 | 78 | 1.7 |
| (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 | 6 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 529 | 2.1 |
| By Discretionary | ||
| Discretionary | 437 | 0.5 |
| Non-Discretionary | 92 | 1.6 |
| Total | 529 | 2.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.1 | |
| Total | 529 | 2.1 |
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|---|---|---|
|
Westfuller Advisors LLC
✚
|
NY | 2.1 |
|
Ellevest Inc
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|
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|
First Citizens Investor Services Inc
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|
Oxbow Advisors LLC
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TX | 2.1 |
|
Vestor Capital LLC
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IL | 2.1 |
|
Verus Capital Partners LLC
✚
|
AZ | 2.1 |
|
Howe and Rusling Inc
✚
|
NY | 2.0 |
|
The Forum Finance Group Sa
✚
|
2.0 | |
|
Smith Anglin Financial LLC
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|
TX | 2.0 |