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Huber, Weakland & Associates, Inc.

● SEC registered since 2018CRD 120745SEC# 801-113612Ellicott City, MD
Export (members)
Reg. AUM
$255.9M
Employees
4
Accounts
527
Location
Ellicott City, MD

Huber, Weakland & Associates, Inc. assets under management

Huber, Weakland & Associates, Inc. is an investment advisory firm registered with the SEC based in Ellicott City, MD. The firm has been registered since 2018. It reports $255.9 million in regulatory assets under management and employs 4 people.

Huber, Weakland & Associates, Inc. owners & executives

2 reported
NameTitleOwnershipSince
Joseph R GeldFinancial Advisor10-25%2022
Philip E Huber ControlPresident, Chief Executive Officer, Chief Compliance OfficerOver 75%2010

Frequently asked questions

How much does Huber, Weakland & Associates, Inc. manage?

Huber, Weakland & Associates, Inc. reports $255.9 million in regulatory assets under management on its Form ADV.

How many employees does Huber, Weakland & Associates, Inc. have?

Huber, Weakland & Associates, Inc. reports 4 employees.

Where is Huber, Weakland & Associates, Inc. located?

Huber, Weakland & Associates, Inc. is based in Ellicott City, MD and has been SEC-registered since 2018.

Does Huber, Weakland & Associates, Inc. disclose fund performance?

Huber, Weakland & Associates, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address3448 Ellicott Center Drive, Suite 101, Ellicott City, MD 21043
Phone410.696.4025
Fax410.696.4031
Office hours9:00 To 5:00
SEC regionPhiladelphia Regional Office (PLRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$230.6M
Non-discretionary$25.3M
Total (RAUM)$255.9M