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⚲
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| Hub Investment Advisors Inc
✚
|
|
|---|---|
| CRD # | 164600 |
| SEC # | 801-76898 |
| CIK # | |
| AUM | $1.3 BB (2023-03-23) |
| Employees | 8 (75% Investors, 75% Brokers) |
| Phone | 402-964-5400 |
| Address | 11516 Miracle Hills Dr Omaha, NE 68154 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 50 | 7.4 |
| (b) Individuals (high net worth individuals) | 92 | 255.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 79 | 1,067.8 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 9 | 8.9 |
| (n) Other | 0 | 0.0 |
| Total | 501 | 1,339.4 |
| By Discretionary | ||
| Discretionary | 404 | 260.9 |
| Non-Discretionary | 97 | 1,078.5 |
| Total | 501 | 1,339.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,339.4 | |
| Total | 501 | 1,339.4 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Sierra Capital LLC
✚
|
FL | 1.4 |
|
First Ascent Asset Management LLC
✚
|
CO | 1.4 |
|
Greenwood Capital Associates LLC
✚
|
SC | 1.4 |
|
Brokers International Financial Services LLC
✚
|
IA | 1.4 |
|
The Fiduciary Group LLC
✚
|
GA | 1.3 |
|
UMA Financial Services Inc
✚
|
UT | 1.3 |
|
TPG Financial Advisors LLC
✚
|
OR | 1.3 |
|
Aprio Wealth Management LLC
✚
|
GA | 1.3 |
|
Marcellus Investment Managers Private Limited
✚
|
1.3 | |
|
Advisors' Pride Inc
✚
|
WI | 1.3 |