HUB INVESTMENT PARTNERS, LLC

AUSTIN, Texas·6 registered advisors·CRD# 307956
SEC# 801-11834623512-600-5390
01

Firm Overview

AUM
$7.3B
Regulatory assets under management
Employees
50
Total firm employees
Advisors
6
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
Compensation
Percentage of AUM
Subscription fees
Performance-based fees
03

Specialties

Financial PlanningInvestment ManagementRetirement PlanningWealth Management
04

Advisors at HUB INVESTMENT PARTNERS, LLC

6 registered advisors
Bryan Lee Goodwin
AUSTIN, Texas
Dennis Walter Bielik
AUSTIN, Texas
John Joseph Pesce
AUSTIN, Texas
Mariane Ashley Lee
AUSTIN, Texas
Melissa Rodriguez-Kirk
AUSTIN, Texas
Scott Christopher Hauptmann
AUSTIN, Texas
05

Office Locations

AUSTIN, Texas
6 advisors

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Data sourced from SEC Form ADV filings. HUB INVESTMENT PARTNERS, LLC (CRD# 307956) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.