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Todd Arthur Penrod

HBW ADVISORY SERVICES LLC·SIMI VALLEY, California
Unclaimed Profile
2655 1ST STREET, SIMI VALLEY, CA 93065CRD# 4242221Firm CRD# 143665
01

About

Todd Arthur Penrod is a registered financial advisor based in SIMI VALLEY, California, affiliated with HBW ADVISORY SERVICES LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
HBW ADVISORY SERVICES LLC
HBW ADVISORY SERVICES LLC
AUM
$1.5B
Regulatory assets under management
Employees
67
Total firm employees
View all advisors at HBW ADVISORY SERVICES LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4242221
Firm CRD# 143665
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Todd Arthur Penrod offer?
Todd Arthur Penrod specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SIMI VALLEY, California for a consultation.
What are Todd Arthur Penrod's credentials?
Todd Arthur Penrod is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Todd Arthur Penrod located?
Todd Arthur Penrod is based in SIMI VALLEY, California, working with HBW ADVISORY SERVICES LLC. Their office serves clients in the SIMI VALLEY metropolitan area and surrounding communities.
How does Todd Arthur Penrod charge for services?
Todd Arthur Penrod's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is HBW ADVISORY SERVICES LLC?
HBW ADVISORY SERVICES LLC has approximately 67 employees and manages $1.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in SIMI VALLEY
Michael Frank Schaible — TORTUGA ADVISERS LLCBarnett David Hellenbrand — HBW ADVISORY SERVICES LLCJoseph Anthony Bonanno — HBW ADVISORY SERVICES LLCDaniel A Ward — HBW ADVISORY SERVICES LLCSteven T Wilkinson — 3(38) INVESTMENT FIDUCIARIES INC.
Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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