Huber Financial Advisors LLC
Legal Name: HUBER FINANCIAL ADVISORS, LLC
Full Contact Details
Huber Financial Advisors LLC
475 HALF DAY ROAD, SUITE 210, LINCOLNSHIRE, IL
847-541-6888
888-774-8237
Other Info
Huber Financial Advisors LLC is legally known as HUBER FINANCIAL ADVISORS, LLC. It is an IL Limited Liability Company. This firm has 28 employees, of which 15 are employees in advisory roles. It serves 20 clients. The firm's last reported SEC (U.S. Securities and Exchange Commission) status is listed as “Approved”, with a registration date of Jun 15, 2010.
Direct Owners
-
DAVID JOSEPH HUBER
CHIEF EXECUTIVE OFFICER owns more than 50% but less than 75%
-
EDWARD HUNTER CRUICKSHANK
WEALTH ADVISOR owns less than 5%
-
JOSEPH PETER DOYLE
WEALTH ADVISOR owns more than 5% but less than 10%
-
MARGARET BAER
CHIEF COMPLIANCE OFFICER owns less than 5%
-
PHILIP ROBERT HUBER
CHIEF INVESTMENT OFFICER owns less than 5%
-
ROBERT EARL MORRISON
PRESIDENT owns more than 10% but less than 25%
-
ROBERT JAMES WITT
WEALTH ADVISOR owns less than 5%
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Top Holdings
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- FIRST TR EXCHANGE TRADED FD $17,037k
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- VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF $8,952k
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- WISDOMTREE TR $2,918k
- NUVEEN QUALITY MUNCP INCOME $2,505k