Summary
HBKS Wealth Advisors LLC
Founded in 2001
Description
HBKS Wealth Advisors is distinguished by our comprehensive, customized and objective approach to managing wealth. We have offices in PA, FL, OH, and NY.
Strengths
- HBKS Wealth Advisors LLC has a strong market share in their industry
- Since HBKS Wealth Advisors LLC was founded, the company has grown faster than the industry average
Weaknesses
- Revenue generated per employee is less than the industry average
- Revenue growth is less than the industry average
- The number of employees is not growing as fast as the industry average
- Variance of revenue growth is more than the industry average
Annual Revenue
HBKS Wealth Advisors LLC's annual revenue
$30087000
Based on Kona Equity data
-
Revenue per employee
$537268
-
Variance of revenue growth
2.34
-
Annual revenue growth since founding
$681312
-
Revenue growth rate from first known quarter to current
-86.4%
Employee Count
56 employees
-
Employee growth rate from first known quarter to current
-87.5%
Executives
Gregory Sorce
MSFS Principal
g**@hbkswealth.comChristopher Allegretti
CEO
c**@hbkswealth.comRenee Brunner
Compliance Associate
r**@hbkswealth.comDawnmarie Dumond
Client Support Specialist
d**@hbkswealth.comScott Cross
Principal, Chief Operating Officer
s**@hbkswealth.comJennifer Riegelsberger
Client Support Specialist
j**@hbkswealth.comRod Diaz
Manager, Retirement Plan
r**@hbkswealth.comJason Klein
Director of Fixed Income
j**@hbkswealth.comBrian Sommers
Principal, Chief Investment Officer
b**@hbkswealth.comJon Frawley
Retirement Plan Financial Advisor
j**@hbkswealth.comDean Piccirillo
Principal, Senior Financial Advisor
d**@hbkswealth.comJenny Laychur
Client Support Specialist
j**@hbkswealth.comMatthew Horton
Advisor Associate
m**@hbkswealth.comRyan Celio
Director, Technology & Operations
r**@hbkswealth.comMegan Williams
Director, Client & Experience Advisor
m**@hbkswealth.comMatt Dundulis
Operations Specialist
m**@hbkswealth.comNatalie Baecher
Client Support Specialist
n**@hbkswealth.comMichael Wassmann
Chief Compliance Officer
m**@hbkswealth.comSarah Tepe
Client Support Specialist
s**@hbkswealth.comKeith Veres
Principal, Director of HBK Corporate Finance
k**@hbkswealth.comGeorge Sanders
Investment Analyst
g**@hbkswealth.comBrent Wauterlek
Portfolio Manager
b**@hbkswealth.comAndrea Mientkiewicz
Advisor Associate
a**@hbkswealth.comGiulia Deluca
Client Support Specialist
g**@hbkswealth.comNadya Makay
Compliance Associate
n**@hbkswealth.comG Score - 2
The G Score is an eight-point scale where firms are given a score of 1 for each of the criteria that they pass. The G score compares a company against the industry median to find those that are healthy and growing.
- G1 Revenue is greater than the industry median.
- G6 Annual revenue growth since founding is higher than the industry average.
Location
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Key Information
- Name: HBKS Wealth Advisors LLC
- Category: Financial services
- Industry: Financial Planner
- SIC: 73; 8721
- NAICS: 523910; 523
See similar companies
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By City Naples Small Financial Planner in Naples Mid-size Financial Planner in Naples Financial services in Naples Small Financial services in Naples Mid-size Financial services in Naples
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By State FL Small companies in FL Financial services in FL Small Financial services in FL Mid-size Financial services in FL Small Financial Planner in FL Mid-size Financial Planner in FL
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By Category Financial services Small Financial services Mid-size Financial services
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By Industry Financial Planner Small Financial Planner Mid-size Financial Planner Financial services and Financial Planner
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Firmographic data G Score of 2 Founded in 2001 SIC: 73 SIC: 8721 NAICS: 523910 NAICS: 523 #Accounting & Accounting Services #Business Services
Frequently Asked Questions
HBKS Wealth Advisors LLC's headquarters are located at 3838 Tamiami Trail North Ste. 201 Naples, FL 34103.
HBKS Wealth Advisors LLC's official website is hbkswealth.com
HBKS Wealth Advisors LLC's annual revenue is $30.1 M.
HBKS Wealth Advisors LLC's SIC: 73; 8721
HBKS Wealth Advisors LLC's NAICS: 523910; 523.
HBKS Wealth Advisors LLC has 56 employees
HBKS Wealth Advisors LLC is in the industry of Financial services.
