Unclaimed Profile

Philip Robert Huber

SAVANT CAPITAL, LLC·ROCKFORD, Illinois

SIE, Series 7, Series 7TO, Series 63Clean record14 years registeredSAVANT CAPITAL, LLC

190 BUCKLEY DRIVE, ROCKFORD, IL 61107CRD# 5369563Firm CRD# 107271

Profile Verification

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

Identity

Philip Robert Huber · ROCKFORD, IL

Registration

CRD #5369563 · SAVANT CAPITAL, LLC · 14 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: SAVANT CAPITAL, LLC

SAVANT WEALTH MANAGEMENT

Feb 2020 – Jan 2024

LINCOLNSHIRE, IL

HUBER FINANCIAL

Jun 2013 – Aug 2020

LINCOLNSHIRE, IL

HUBER FINANCIAL GROUP, LTD.

Sep 2011 – Mar 2018

LINCOLNSHIRE, IL

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 7TO

Series 63

Registration record

First registered · September 1, 2011

Years registered · 14

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

SAVANT CAPITAL, LLC

CRD 107271 · SEC 801-43144

AUM

$28.6B

Regulatory assets under management

Employees

543

16,049 client accounts

Services offered by SAVANT CAPITAL, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at SAVANT CAPITAL, LLC →

Introduction

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Frequently Asked Questions

What services does Philip Robert Huber offer?

Philip Robert Huber specializes in Financial Planning, Investment Management, Wealth Management.

What are Philip Robert Huber's credentials?

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

Where is Philip Robert Huber located?

Philip Robert Huber is based in ROCKFORD, Illinois, last registered with SAVANT CAPITAL, LLC.

How does Philip Robert Huber charge for services?

Philip Robert Huber'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 SAVANT CAPITAL, LLC?

SAVANT CAPITAL, LLC has approximately 543 employees and manages $28.6B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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