Huber Financial Advisors LLC

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Assets, Funds, Holdings

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Huber Financial Advisors LLC
CRD #153747
SEC #801-71465
CIK #1729051
AUM $1.2 BB (97% Disc, 100% US)
Employees28 (54% Investors, 0% Brokers)
Phone847-541-6888
Address475 Half Day Road
Lincolnshire, IL 60069
Source IAPDexternal EDGARexternal Websiteexternal LinkedInexternal Facebookexternal
Total AUM ($BB)
Sector Holding Cap ($MM) Value ($MM)
BNDX 25.1
VEA 7.7
EMLP 6.5
LFUS 4,720.0 4.3
NAD 2,710.0 2.5
AAPL 843,560.0 2.2
NEA 3,460.0 2.2
VIG 2.2
VNQ 1.6
SCHZ 1.6
View All
Holdings by Sector ($BB)
Limited Partners 2011 - 2019
Massachusetts Pension Reserves Investment Management
New York City Board of Education Retirement System
Teachers' Retirement System of the City of New York
Comparable Firms State AUM ($BB)
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Integrated Wealth Management Inc
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Certified Advisory Corp
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Stack Financial Management Inc
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1.2
Courier Capital Corporation
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Koshinski Asset Management Inc-Dba IPI Asset Management Inc
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