Unclaimed Profile

Robert James Witt

HUBER FINANCIAL ADVISORS, LLC·LINCOLNSHIRE, Illinois

Clean recordHUBER FINANCIAL ADVISORS, LLC

475 HALF DAY ROAD, LINCOLNSHIRE, IL 60069CRD# 2842308Firm CRD# 153747

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Robert James Witt · LINCOLNSHIRE, IL

Registration

CRD #2842308 · HUBER FINANCIAL ADVISORS, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Robert James Witt is a registered financial advisor based in LINCOLNSHIRE, Illinois, affiliated with HUBER FINANCIAL ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Fee-Only Advisory

Client Types

Individuals

High Net Worth Individuals

Nonprofits & Foundations

Introduction

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Firm Overview

Firm

HUBER FINANCIAL ADVISORS, LLC

HUBER FINANCIAL

AUM

$1.5B

Regulatory assets under management

Employees

Total firm employees

View all advisors at HUBER FINANCIAL ADVISORS, LLC →

Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Market timing services

Charitable organization or education services

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 2842308

Firm CRD# 153747

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Robert James Witt offer?

Robert James Witt specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in LINCOLNSHIRE, Illinois for a consultation.

What are Robert James Witt's credentials?

Robert James Witt is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Robert James Witt located?

Robert James Witt is based in LINCOLNSHIRE, Illinois, working with HUBER FINANCIAL ADVISORS, LLC. Their office serves clients in the LINCOLNSHIRE metropolitan area and surrounding communities.

How does Robert James Witt charge for services?

Robert James Witt's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is HUBER FINANCIAL ADVISORS, LLC?

HUBER FINANCIAL ADVISORS, LLC has approximately 25 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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