HBK SORCE ADVISORY LLC
Doing business as HBKS WEALTH ADVISORS. SEC Form ADV profile.
Total regulatory AUM
$7,661,939,874
Discretionary
$7,173,564,957
Non-discretionary
$488,374,917
Firm details
- CRD number
- 112139
- SEC file number
- 801-60424
- Main office
- ERIE, PA, United States
- Employees
- 109
- SEC status
- Approved
- Website
- HTTP://WWW.HBKSWEALTH.COM
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.