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Robert James Witt

HUBER FINANCIAL ADVISORS, LLC·LINCOLNSHIRE, Illinois
Unclaimed Profile
475 HALF DAY ROAD, LINCOLNSHIRE, IL 60069CRD# 2842308Firm CRD# 153747
01

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.

02

Focus Areas

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

Firm Overview

Firm
HUBER FINANCIAL ADVISORS, LLC
HUBER FINANCIAL
AUM
$1.5B
Regulatory assets under management
Employees
25
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
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 2842308
Firm CRD# 153747
No disclosures on file
View on FINRA BrokerCheck →

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05

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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Other advisors in LINCOLNSHIRE
Ronald Stanley Niemaszyk — SOLUTIONS FUNDS GROUP, INC.Lawrence Matthew Shover — SOLUTIONS FUNDS GROUP, INC.Richard William Knott — SOLUTIONS FUNDS GROUP, INC.Richard David John Harig — SOLUTIONS FUNDS GROUP, INC.Dean Richard Hedeker — HEDEKER WEALTH LLC
Nearby cities in Illinois
CHICAGO (3944)OAK BROOK (135)NAPERVILLE (120)NORTHBROOK (119)EVANSTON (103)
City Guides
CHICAGO GuideOAK BROOK GuideNAPERVILLE GuideNORTHBROOK GuideEVANSTON Guide
Research
Advisor Fees in IllinoisNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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