Assets Under Management
$6.5B
Number of Clients
7,468
Number of Advisors
72
Average Client AUM
$871K
AUM per Advisor
$90.3M
Compensation
Fee-Only (AUM)Fixed/Hourly
HBKS Wealth Advisors offers personalized investment management, financial planning, and high net worth services. They work with clients to understand their financial circumstances and create suitable investment portfolios. They also provide pension consulting and back-office services to third-party advisors.
Zuck Road Office Park, 5121 Zuck Road, Erie, PA, 16506