HBKS Wealth Advisors Revenue

Financial Services • 2725 Colonial Ave, Erie, United States • 101-200 Employees

HBKS Wealth Advisors revenue & valuation

Annual revenue	$7,682,819
Revenue per employee	$65,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$24,600,000
Total funding	No funding

Key Contacts at HBKS Wealth Advisors

Ethan D. Berkebile

Director Of Investment Research

Paul Taylor

Director Of Financial Planning

Lauren Oldham

Director Of Operations

Jason Klein

Director Of Fixed Income

Steven Heere

Director Of Finance

Company overview

Headquarters	2725 Colonial Ave, Erie, Pennsylvania 16506, US
Phone number	+18665365776
Website	hbkswealth.com
NAICS	52
SIC	628
Keywords	Insurance Services, Business Succession Planning, Wealth Management, Retirement Planning, Wealth Transfer, Financial Planning, Investment Management, Retirement Plan Services, Tax-Wise Investing
Founded	2001
Employees	101-200
Socials

HBKS Wealth Advisors Email Formats

HBKS Wealth Advisors uses 3 email formats. The most common is {first initial}{last name} (e.g., jdoe@hbkswealth.com), used 81.4% of the time.

Format	Example	Percentage
{first initial}{last name}	jdoe@hbkswealth.com	81.4%
{first name}{last name}	johndoe@hbkswealth.com	12.8%
{last name}{last name}	doedoe@hbkswealth.com	5.8%

About HBKS Wealth Advisors

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.

Employees by Management Level

Total employees: 101-200

Seniority

Employees

Entry

Senior

Manager

Employees by Department

HBKS Wealth Advisors has 97 employees across 6 departments.

Departments

Number of employees

Funding Data

HBKS Wealth Advisors has never raised funding before.

HBKS Wealth Advisors Tech Stack

Discover the technologies and tools that power HBKS Wealth Advisors's digital infrastructure, from frameworks to analytics platforms.

Modernizr

JavaScript libraries

AddToAny Share Buttons

WordPress plugins

Site Kit

Analytics

jQuery Migrate

JavaScript libraries

Cloudflare

CDN

Twitter Emoji

Font scripts

jQuery

JavaScript libraries

Google Ads

Advertising

PHP

Programming languages

WordPress

Blogs

AddToAny

Widgets

Google Analytics

Analytics

Frequently asked questions

HBKS Wealth Advisors is located in 2725 Colonial Ave, Erie, US.

You can reach HBKS Wealth Advisors at +18665365776.

HBKS Wealth Advisors generates an estimated annual revenue of $7,682,819. This revenue figure reflects the company's market position and business performance in its industry.

HBKS Wealth Advisors has an estimated valuation of $24,600,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

HBKS Wealth Advisors was founded in 2001, making it 25 years old. The company has established itself as a significant player in its industry over this time.

HBKS Wealth Advisors has approximately 101-200 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contacts at HBKS Wealth Advisors

Ethan D. Berkebile

Director Of Investment Research

Paul Taylor

Director Of Financial Planning

Lauren Oldham

Director Of Operations

Jason Klein

Director Of Fixed Income

Steven Heere

Director Of Finance

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