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HBW ADVISORY SERVICES LLC
HBW ADVISORY SERVICES LLC
SIMI VALLEY, California
·
4 registered advisors
·
CRD# 143665
SEC# 801-77333
50
800-473-3856
01
Firm Overview
AUM
$1.5B
Regulatory assets under management
Employees
67
Total firm employees
Advisors
4
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Charitable organization or education services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at HBW ADVISORY SERVICES LLC
4 registered advisors
Barnett David Hellenbrand
SIMI VALLEY, California
CRD# 1141518
Daniel A Ward
SIMI VALLEY, California
CRD# 4927039
Joseph Anthony Bonanno
SIMI VALLEY, California
CRD# 1907829
Todd Arthur Penrod
SIMI VALLEY, California
CRD# 4242221
05
Office Locations
SIMI VALLEY, California
4 advisors
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Data sourced from SEC Form ADV filings. HBW ADVISORY SERVICES LLC (CRD# 143665) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.