Investment adviser · CRD 153747
HUBER FINANCIAL
Investment adviser filing (IA)
HUBER FINANCIAL ADVISORS, LLC
LINCOLNSHIRE, IL, United States · Form ADV filed Jun 25, 2020
- Regulatory AUM
- $1.47B Form ADV · Item 5.F
- Client accounts
- 4,209 Accounts, not individual clients
- Employees
- 25 Reported in this filing
- Advisory professionals
- 14 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 449 | $1,192,685,591 | 80.9% |
| Individuals | 579 | $271,148,511 | 18.4% |
| Retirement plans | 8 | $10,130,034 | 0.7% |
Filing source
Form ADV 1437011 · Jun 25, 2020 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Jun 25, 2020. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management · Pension consulting · Selection of other advisers · Publication of newsletters · Educational seminars
Compensation
Percentage of assets
Principal office
475 HALF DAY ROAD, SUITE 210LINCOLNSHIRE, IL, 60069, United States
CRD 153747
Filing source
Form ADV 1437011 · Jun 25, 2020 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.