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HBW ADVISORY SERVICES LLC

dba HBW ADVISORY SERVICES LLC · CRD 143665 · Registered Investment Adviser

HBW ADVISORY SERVICES LLC is a Registered Investment Adviser headquartered in SIMI VALLEY, CA. The firm reports $1,747,369,322 in regulatory assets under management across 14,679 accounts. It reports no Form ADV Item 11 disciplinary disclosures.

Regulatory assets under management

Discretionary$1,705,116,249
Non-discretionary$42,253,073
Total RAUM$1,747,369,322
Accounts14,679

Disciplinary history (Form ADV Item 11)

This adviser reports no Form ADV Item 11 disciplinary events.

About this data

Form ADV is the uniform registration form every investment adviser files with the U.S. Securities and Exchange Commission (and state regulators). Part 1A captures the firm's identity, assets under management, client base, custody arrangements, and disciplinary disclosures. This page mirrors the SEC's monthly firm-roster export with citations to the Investment Adviser Public Disclosure (IAPD) system, where the full brochure (Part 2) and disciplinary detail are available.

References

  1. U.S. Securities and Exchange Commission. Investment Adviser Public Disclosure — CRD 143665. adviserinfo.sec.gov/firm/summary/143665.
  2. SEC Form ADV firm roster (FOIA monthly export). sec.gov Form ADV data.

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