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HBKS Wealth

EST. AUM
$7,661,939,874

CONTACTS
21

CLIENT ACCOUNTS
21,190

Firm Details

Metro area Pittsburgh
CRD Number 112139
Website hbkswealth.com
Client types

Overview

HBKS Wealth is a $5.8B RIA with offices in Pittsburgh and Philadelphia. Their Director of Research is Brian Sommers. They use mutual funds, SMAs, and UMAs. They use the Adhesion platform for UMA delivery and have allocations to equities, fixed income, and liquid alternatives. They are considering building out access vehicles for a long lock up private alternatives. They are a former Fortigent client and no longer rely on the Fortigent approved list.

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Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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