HBK Sorce Advisory LLC

HBK Sorce Advisory LLC is a Limited Liability Company based in OH, which employs 71 professionals, including 68 advisors, and serves 200 clients. The firm has an SEC-approved registration date of July 19, 2001, confirming its credibility and commitment towards providing expert financial advice.

• AUGUSTINE ANTON REPETTO

  MEMBER owns less than 5%

• BRIAN SCOTT SOMMERS

  CHIEF INVESTMENT OFFICER, MEMBER owns less than 5%

• BRIAN WILLIAM MALLETTE

  MEMBER owns less than 5%

• BRITTANY LAUREN TAYLOR

  MEMBER owns less than 5%

• CHRISTOPHER MARK ALLEGRETTI

  CHAIRMAN owns less than 5%

• CHRISTOPHER NEAL SORCE

  MEMBER owns less than 5%

• DAN E BAER

  MEMBER owns less than 5%

• DAVID DARWISH

  MEMBER owns less than 5%

• GERALD WILLIAM HALL

  MEMBER owns less than 5%

• GREGORY JOSEPH SORCE

  MEMBER owns less than 5%

• HBK SORCE FINANCIAL LLC

  PARENT COMPANY owns 75% or more

• JAMES ANTHONY ARCORACI

  MEMBER owns less than 5%

• MATTHEW JAMES COSTIGAN

  MEMBER owns less than 5%

• MICHAEL GUSTAVE WASSMANN

  CHIEF COMPLIANCE OFFICER owns less than 5%

• PHILLIP LYLE WILSON

  TREASURER owns less than 5%

• QUINTO FABIO AMBROSETTI

  MEMBER owns less than 5%

• RAYMOND DEAN PICCIRILLO

  MEMBER owns less than 5%

• RICHARD CHARLES MORROW

  MEMBER owns less than 5%

• RYAN HENRY FURTWANGLER

  MEMBER owns less than 5%

• SCOTT ALLAN CROSS

  MEMBER owns less than 5%

• STEPHEN CARL SCHRAMM

  MEMBER owns less than 5%

• STEVEN MICHAEL RINN

  MEMBER owns less than 5%

• THOMAS J TARANTO

  MEMBER owns less than 5%

• WILLIAM FRANCIS CASEY

  MEMBER owns less than 5%

• HBK SORCE HOLDINGS LLC

  OWNER owns 75% or more

• HILL, BARTH, & KING FINANCIAL HOLDINGS LLC

  OWNER owns more than 50% but less than 75%

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• The Rise and Fall: Analyzing HBK Sorce Advisory LLC Q3 2022 vs. Q4 2022 13F Holdings