| Name | Title | Ownership | Since |
|---|---|---|---|
| Christopher Mark Allegretti Control | Chairman, Member | Under 5% | 2001 |
| Hbk Sorce Financial LLC Control | Parent Company | Over 75% | 2000 |
| Michael Gustave Wassmann Control | Chief Compliance Officer | Under 5% | 2011 |
Hbk Sorce Advisory LLC reports $6.5 billion in regulatory assets under management on its Form ADV.
Hbk Sorce Advisory LLC reports 112 employees.
Hbk Sorce Advisory LLC is based in Erie, PA and has been SEC-registered since 2001.
Hbk Sorce Advisory LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 2725 Colonial Ave, Erie, PA 16506 |
| Phone | 814-836-5776 |
| Fax | 814-836-5779 |
| Office hours | 8:30a.m. - 5:00 p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
| Discretionary | $6.43B |
| Non-discretionary | $71.6M |
| Total (RAUM) | $6.5B |