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 operates as HUBER FINANCIAL ADVISORS, LLC, an Illinois Limited Liability Company. With a dedicated team of 15 advisors and 28 employees, the firm caters to the financial needs of 20 clients. Having received approval from the U.S. Securities and Exchange Commission in June 2010, the company is well-equipped to provide professional financial advisory services.
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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%
Top Holdings
- WISDOMTREE TR $37,872k
- ISHARES TR $37,840k
- VANGUARD CHARLOTTE FDS $34,518k
- FIRST TR EXCHANGE TRADED FD $17,037k
- WISDOMTREE TR $10,058k
- VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF $8,952k
- LITTELFUSE INC $3,644k
- Apple Inc $3,192k
- WISDOMTREE TR $2,918k
- NUVEEN QUALITY MUNCP INCOME $2,505k