Huber Financial Advisors is an investment advisor in Lincolnshire with $1.47 bn assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
462591639
SEC advisor number
801-71465
FINRA CRD number
153747
AUM ?
$1.47 bn
(as of 25 Jun 20)
Accounts
4,209
(as of 25 Jun 20)
Employees
25
(14 investment advisory or research)
Address
Huber Financial Advisors
425 HALF DAY ROAD
SUITE 210
LINCOLNSHIRE
IL 60069
425 HALF DAY ROAD
SUITE 210
LINCOLNSHIRE
IL 60069
Office hours
Monday - Friday, 8 AM TO 5 PM
Phone
847-541-6888
Brochures
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Huber, David, Joseph | Chief Executive Officer | 04/2013 | 50-75% |
Doyle, Joseph, Peter | Wealth Advisor | 07/2009 | 5-10% |
Morrison, Robert, Earl | President | 07/2013 | 10-25% |
Huber, Philip, Robert | Chief Investment Officer | 05/2015 | < 5% |
Witt, Robert, James | Wealth Advisor | 08/2007 | < 5% |
Cruickshank, Edward, Hunter | Wealth Advisor | 08/2004 | < 5% |
Baer, Margaret | Chief Compliance Officer | 03/2018 | < 5% |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
17 Apr 20
13F-HR
Quarterly holdings report by institutional manager
10 Feb 20
13F-HR
Quarterly holdings report by institutional manager
30 Oct 19
13F-HR
Quarterly holdings report by institutional manager
5 Aug 19
13F-HR
Quarterly holdings report by institutional manager
18 Apr 19
13F-HR
Quarterly holdings report by institutional manager
6 Feb 19
13F-HR
Quarterly holdings report by institutional manager
6 Nov 18
13F-HR
Quarterly holdings report by institutional manager
6 Aug 18
13F-HR
Quarterly holdings report by institutional manager
30 Apr 18
13F-HR
Quarterly holdings report by institutional manager
30 Jan 18