HBC FINANCIAL SERVICES, PLLC

SEATTLE, Washington·5 registered advisors·CRD# 115751

SEC# 801-638720206-548-5000

01

Firm Overview

AUM

$447M

Regulatory assets under management

Employees

5

Total firm employees

Advisors

5

Registered representatives

02

Services & Fees

Advisory Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Compensation

Percentage of AUM

Hourly charges

Subscription fees

03

Specialties

Financial Planning Investment Management Wealth Management

04

Advisors at HBC FINANCIAL SERVICES, PLLC

5 registered advisors

David Russell Harrison

SEATTLE, Washington

James B. Claypool

SEATTLE, Washington

James Dayton Guard

SEATTLE, Washington

Janon Lee Niess

SEATTLE, Washington

Jeffrey Michael Berkman

SEATTLE, Washington

05

Office Locations

SEATTLE, Washington

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Data sourced from SEC Form ADV filings. HBC FINANCIAL SERVICES, PLLC (CRD# 115751) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.