HBKS Wealth Advisors
Likely to Engage tag.Highly Engaged Employees

Finance · Pennsylvania, United States · 51-200 Employees

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Overview

Headquarters

5121 Zuck Rd Unit A, Erie, Pennsylvania,...

Phone Number

(814) 836-5776

Revenue

$30.1 Million

Industry

Finance Securities Trading
ZI Rank: 3
Signal Type
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Apr
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Aug
ZI Rank
2
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4
3

About HBKS Wealth Advisors

HBKS Wealth Advisors offers a comprehensive range of financial services tailored to individuals and businesses, focusing on wealth management, retirement planning, estate planning, and more. As independent certified financial planners, their fiduciary duty ensures that client needs are prioritized in all recommendations. They leverage a collaborative approach to create customized financial plans while maintaining ongoing support as clients' needs evolve. Through a commitment to integrity and responsive service, HBKS seeks to empower clients to achieve their unique financial goals.Explore more
HBKS Wealth Advisors's Social MediaPopular SearchesHBKS Wealth Advisors LLCHbks Wealth AdvisorsHbk Sorce Financial LLCHbk Sorce FinancialHBK Sorce Insurance LLCSIC Code 62,628NAICS Code 52,523Show more

HBKS Wealth Advisors Org Chart

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JH
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Chief Financial Officer

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Scott Cross, Principal, Chief Operating Officer at HBKS Wealth Advisors
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Principal, Chief Operating Officer

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Steven Heere, Chief Financial Officer at HBKS Wealth Advisors
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Chief Financial Officer

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Director, Investment Research

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Director, Financial Planning

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

HBKS Wealth Advisors

$30.1M
51-200
Private
-
2001
JH
Joseph HudeckChief Financial Officer
$50M
51-200
Private
-
1999
$31.6M
51-200
Private
-
1985
NH
Nadenia HarringtonAdministrator - Chief Operating Officer and MD Professional Practice
$16.3M
51-200
Private
<$5M
2003
$9.7M
51-200
Private
<$5M
1982
$7.8M
11-50
Private
<$5M
2003
Richard Knepfler, Chief Financial Officer at Capital Wealth Advisors
Richard KnepflerChief Financial Officer
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

HBKS Wealth Advisors is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

HBKS Wealth Advisors is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about HBKS Wealth Advisors.

HBKS Wealth Advisors Tech Stack

A closer look at the technologies used by HBKS Wealth Advisors

Most Recent Scoops

Hiring Plans
HBKS Wealth Advisors has more open roles in Marketing than it has had at any time in the past 12 months. Technologies mentioned include: ClearlyRated, and HubSpot.
Hiring Plans
Open Position
Open Position
Facilities Relocation / Expansion
HBKS Wealth Advisors is planning to move its offices in August 2023. The move will impact approximately 10 employees at their existing office located at 1760 Market St, Suite# 904, Philadelphia, PA.
Open Position
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HBKS Wealth Advisors News & Media

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Frequently Asked Questions Regarding HBKS Wealth Advisors

What is HBKS Wealth Advisors's official website?
HBKS Wealth Advisors's official website is www.hbkswealth.com
What is HBKS Wealth Advisors's Revenue?
HBKS Wealth Advisors's revenue is $30.1 Million
What is HBKS Wealth Advisors's SIC code?
HBKS Wealth Advisors's SIC: 62,628
What is HBKS Wealth Advisors's NAICS code?
HBKS Wealth Advisors's NAICS: 52,523
How many employees does HBKS Wealth Advisors have?
HBKS Wealth Advisors has 51-200 employees
What industry does HBKS Wealth Advisors belong to?
HBKS Wealth Advisors is in the industry of: Finance, Securities Trading
What is HBKS Wealth Advisors competition?
HBKS Wealth Advisors top competitors include: Provenance Wealth Advisors, Coulter & Justus, Capital Wealth Advisors, Keel Point
What technology does HBKS Wealth Advisors use?
Some of the popular technologies that HBKS Wealth Advisors uses are: WordPress.org, ClickDimensions, PHP, DoubleClick
Who is the CFO of HBKS Wealth Advisors?
HBKS Wealth Advisors's CFO is Joseph Hudeck
How do I contact HBKS Wealth Advisors?
HBKS Wealth Advisors contact info: Phone number: (814) 836-5776 Website: www.hbkswealth.com
What does HBKS Wealth Advisors do?

HBKS Wealth Advisors offers a comprehensive range of financial services tailored to individuals and businesses, focusing on wealth management, retirement planning, estate planning, and more. As independent certified financial planners, their fiduciary duty ensures that client needs are prioritized in all recommendations. They leverage a collaborati... ve approach to create customized financial plans while maintaining ongoing support as clients' needs evolve. Through a commitment to integrity and responsive service, HBKS seeks to empower clients to achieve their unique financial goals.Read More

What are HBKS Wealth Advisors social media links?
HBKS Wealth Advisors Linkedin page HBKS Wealth Advisors Twitter page HBKS Wealth Advisors Facebook page
Is HBKS Wealth Advisors a public company?
HBKS Wealth Advisors is private company therefore does not currently have an official ticker symbol
See more information about HBKS Wealth Advisors

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