HBC Financial Services, PLLC is an investment advisor in Seattle with $467.82 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
912096444
SEC advisor number
801-63872
FINRA CRD number
115751
AUM ?
$467.82 mm
(as of 2 Feb 22)
Accounts
679
(as of 2 Feb 22)
Employees
5
(4 investment advisory or research)
Address
HBC Financial Services, PLLC
1200 WESTLAKE AVE N, STE 902
SEATTLE
WA 98109-3529
1200 WESTLAKE AVE N, STE 902
SEATTLE
WA 98109-3529
Phone
206-548-5000
Brochures
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
18 Jan 23
13F-HR
Quarterly holdings report by institutional manager
25 Oct 22
13F-HR/A
Quarterly holdings report by institutional manager (amended)
2 Sep 22
13F-HR/A
Quarterly holdings report by institutional manager (amended)
2 Sep 22
13F-HR
Quarterly holdings report by institutional manager
22 Jul 22
13F-HR
Quarterly holdings report by institutional manager
11 May 22
13F-HR
Quarterly holdings report by institutional manager
28 Jan 22
13F-HR
Quarterly holdings report by institutional manager
2 Nov 21
13F-HR
Quarterly holdings report by institutional manager
2 Aug 21
13F-HR
Quarterly holdings report by institutional manager
10 May 21