| Name | Title | Ownership | Since |
|---|---|---|---|
| Barnett David Hellenbrand Control | Director | Under 5% | 2007 |
| Hbw Financial & Insurance Services LLC Control | Owner | Over 75% | 2007 |
| Joseph Anthony Bonanno Control | Director, President | Under 5% | 2007 |
Hbw Advisory Services LLC reports $1.5 billion in regulatory assets under management on its Form ADV.
Hbw Advisory Services LLC reports 67 employees.
Hbw Advisory Services LLC is based in Simi Valley, CA and has been SEC-registered since 2012.
Hbw Advisory Services LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 2655 1st Street, Suite 250, Simi Valley, CA 93065 |
| Phone | 800-473-3856 |
| Fax | 800-636-1302 |
| Office hours | 8:30 a.m. To 5:00 p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| CIK | 1790525 |
| Discloses disciplinary history | No |
| Discretionary | $1.44B |
| Non-discretionary | $35.8M |
| Total (RAUM) | $1.48B |