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Insights

High Profile Investments HBKS Wealth Advisors has recently made significant investments in companies like Elanco Animal Health, IQVIA Inc., and Energy Transfer, showcasing a strong capacity for capital deployment and a willingness to explore a diverse range of sectors for investment.

Strategic Expansion With 11 offices across four states, HBKS Wealth Advisors has a widespread local presence combined with the resources of a large, national firm. This geographic footprint offers ample opportunities for collaboration and outreach in multiple regions, presenting a favorable landscape for expanding client base.

Robust Technology Integration Utilizing a diverse tech stack that includes Google Call Conversion Tracking, Microsoft Dynamics, and modern tools like Twemoji, HBKS Wealth Advisors demonstrates a commitment to leveraging technology for efficient operations and client engagement, highlighting a readiness to adopt innovative solutions in financial services.

Financial Stability and Growth Potential With a revenue range of $10M - 50M, HBKS Wealth Advisors operates within a stable financial framework. The firm's strategic investments and ethical standards position it well for sustained growth, indicating a potential partnership opportunity for businesses seeking financial advisors with a solid financial footing.

Reputable Industry Recognition HBKS Wealth Advisors has been recognized by industry publications like Financial Advisor Magazine and Accounting Today as one of the top registered investment advisories in the U.S. This acknowledgment underscores the firm's credibility and expertise, offering a compelling narrative for potential clients seeking trusted wealth management services.

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HBKS Wealth Advisors Tech Stack

HBKS Wealth Advisors uses 8 technology products and services including Google Call Conversion Tracking, Microsoft Dynamics, Twitter Emoji (Twemoji), and more. Explore HBKS Wealth Advisors's tech stack below.

  • Google Call Conversion Tracking
    Analytics
  • Microsoft Dynamics
    Enterprise Resource Planning
  • Twitter Emoji (Twemoji)
    Font Scripts
  • Modernizr
    Javascript Libraries
  • SiteGround
    Platform As A Service
  • PHP
    Programming Languages
  • Yoast SEO
    Search Engines
  • MonsterInsights
    Web Platform Extensions

Media & News

HBKS Wealth Advisors's Email Address Formats

HBKS Wealth Advisors uses at least 1 format(s):
HBKS Wealth Advisors Email FormatsExamplePercentage
FLast@hbkswealth.comJDoe@hbkswealth.com
48%
Last@hbkswealth.comDoe@hbkswealth.com
4%
FLast@hbkswealth.comJDoe@hbkswealth.com
48%

Frequently Asked Questions

Where is HBKS Wealth Advisors's headquarters located?

Minus sign iconPlus sign iconHBKS Wealth Advisors's main headquarters is located at 5121 Zuck Road Erie, PA 16505 US. The company has employees across 2 continents, including North AmericaAfrica.

What is HBKS Wealth Advisors's phone number?

Minus sign iconPlus sign icon You can contact HBKS Wealth Advisors's main corporate office by phone at
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+1-800-823-****
. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is HBKS Wealth Advisors's official website and social media links?

Minus sign iconPlus sign iconHBKS Wealth Advisors's official website is hbkswealth.com and has social profiles on LinkedIn.

How much revenue does HBKS Wealth Advisors generate?

Minus sign iconPlus sign icon As of September 2024, HBKS Wealth Advisors's annual revenue reached $35M.

What is HBKS Wealth Advisors's NAICS code?

Minus sign iconPlus sign iconHBKS Wealth Advisors's NAICS code is 52 - Finance and Insurance.

How many employees does HBKS Wealth Advisors have currently?

Minus sign iconPlus sign iconAs of September 2024, HBKS Wealth Advisors has approximately 115 employees across 2 continents, including North AmericaAfrica. Key team members include Chief Financial Officer: J. H.Chief Compliance Officer: M. W.Principal, Chief Investment Officer: B. S.. Explore HBKS Wealth Advisors's employee directory with LeadIQ.

What industry does HBKS Wealth Advisors belong to?

Minus sign iconPlus sign iconHBKS Wealth Advisors operates in the Financial Services industry.

What technology does HBKS Wealth Advisors use?

Minus sign iconPlus sign iconHBKS Wealth Advisors's tech stack includes Google Call Conversion TrackingMicrosoft DynamicsTwitter Emoji (Twemoji)ModernizrSiteGroundPHPYoast SEOMonsterInsights.

What is HBKS Wealth Advisors's email format?

Minus sign iconPlus sign iconHBKS Wealth Advisors's email format typically follows the pattern of . Find more HBKS Wealth Advisors email formats with LeadIQ.

When was HBKS Wealth Advisors founded?

Minus sign iconPlus sign iconHBKS Wealth Advisors was founded in 2001.
HBKS Wealth Advisors

HBKS Wealth Advisors

Financial ServicesPennsylvania, United States51-200 Employees

HBKS Wealth Advisors(HBKS) provides wealth and asset management services to individuals, families, businesses, nonprofits, and other organizations. The firm is distinguished by its comprehensive, customized, and objective approach to managing wealth, providing local, personalized service from 11 offices in four states and backed by the resources of a large, national firm. As a registered investment advisory (RIA) HBKS operates in accordance with the highest ethical standards and according to the strictest interpretation of fiduciary responsibility. Studies by Financial Advisor Magazine and Accounting Today place HBKS among the top U.S. registered investment advisories (RIAs). Visit HBKSWealth.com.

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Section iconCompany Overview

Headquarters
5121 Zuck Road Erie, PA 16505 US
Phone number
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+1-800-823-****
Website
hbkswealth.com
NAICS Code
52 - Finance and Insurance
Founded
2001
Employees
51-200

Section iconMedia & News

Section iconFunding & Financials

  • $10M$50M

    HBKS Wealth Advisors's revenue is in the range of $10M$50M

Section iconFunding & Financials

  • $10M$50M

    HBKS Wealth Advisors's revenue is in the range of $10M$50M

Company Leadership

Employee Directory

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