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| Happy Holidays!! thanks for using AUM13F!! |
| Huber Weakland & Associates Inc
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| CRD # | 120745 |
| SEC # | 801-113612 |
| CIK # | |
| AUM | $255.9 M (2025-04-16) |
| Employees | 4 (75% Investors, 0% Brokers) |
| Phone | 410-696-4025 |
| Address | 3448 Ellicott Center Drive, Suite 101 Ellicott City, MD 21043 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 113 | 32.3 |
| (b) Individuals (high net worth individuals) | 53 | 200.4 |
| (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 | 0 | 0.0 |
| (h) Charitable organizations | 2 | 21.3 |
| (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 | 3 | 1.8 |
| (n) Other | 0 | 0.0 |
| Total | 527 | 255.9 |
| By Discretionary | ||
| Discretionary | 518 | 230.6 |
| Non-Discretionary | 9 | 25.3 |
| Total | 527 | 255.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 255.9 | |
| Total | 527 | 255.9 |
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|---|---|---|
|
Physician Wealth Solutions Inc
✚
|
0.3 | |
|
Freeman Will & Niemeier Inc
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|
IN | 0.3 |
|
Heritage Asset Advisors Ltd LLP
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|
0.3 | |
|
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|
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|
RWQ Financial Management Services Inc
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0.3 | |
|
FIG Wealth LLC
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|
CA | 0.3 |
|
Wela Strategies Inc
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|
GA | 0.3 |
|
Birchcreek Wealth Management LLC
✚
|
OH | 0.3 |
|
BURK Holdings LLC
✚
|
OK | 0.3 |