HBW Advisory Services is an investment advisor in Simi Valley with $1.02 bn assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
208709926
SEC advisor number
801-77333
FINRA CRD number
143665
AUM ?
$1.13 bn
(as of 19 Apr 24)
Accounts
12,974
(as of 19 Apr 24)
Employees
66
(63 investment advisory or research)
Address
HBW Advisory Services
3355 COCHRAN ST
STE 100
SIMI VALLEY
CA 93063
3355 COCHRAN ST
STE 100
SIMI VALLEY
CA 93063
Phone
8004733856
Brochures
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
19 Apr 24
13F-HR
Quarterly holdings report by institutional manager
16 Jan 24
13F-HR
Quarterly holdings report by institutional manager
12 Oct 23
13F-HR
Quarterly holdings report by institutional manager
5 Jul 23
13F-HR
Quarterly holdings report by institutional manager
7 Apr 23
13F-HR
Quarterly holdings report by institutional manager
4 Jan 23
13F-HR
Quarterly holdings report by institutional manager
4 Oct 22
13F-HR
Quarterly holdings report by institutional manager
13 Jul 22
13F-HR
Quarterly holdings report by institutional manager
18 Apr 22
13F-HR
Quarterly holdings report by institutional manager
11 Jan 22