HUBER FINANCIAL ADVISORS, LLC

HUBER FINANCIAL

LINCOLNSHIRE, Illinois·3 registered advisors·CRD# 153747

SEC# 801-714651847-541-6888

01

Firm Overview

AUM

$1.5B

Regulatory assets under management

Employees

25

Total firm employees

Advisors

3

Registered representatives

02

Services & Fees

Advisory 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

Compensation

Percentage of AUM

03

Specialties

Financial Planning Investment Management Wealth Management Fee-Only Advisory

04

Advisors at HUBER FINANCIAL ADVISORS, LLC

3 registered advisors

Edward Hunter Cruickshank

LINCOLNSHIRE, Illinois

Joseph Peter Doyle

LINCOLNSHIRE, Illinois

Robert James Witt

LINCOLNSHIRE, Illinois

05

Office Locations

LINCOLNSHIRE, Illinois

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Data sourced from SEC Form ADV filings. HUBER FINANCIAL ADVISORS, LLC (CRD# 153747) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.