Stephen
Foley

Hbw Advisory Services LLC

CRD#2150488
Investment Advisor
in Simi Valley, CA

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About this Advisor

Stephen Foley is a financial advisor based out of Simi Valley, California, who has 10 years of work experience. Foley is on the advisory team at Hbw Advisory Services LLC. Their career trajectory has included roles at Hbw Advisory Services LLC and Hbw Insurance & Financial Serivces LLC. Foley has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is registered to work in Texas. Hbw Advisory Services LLC is a financial advisory company that has its headquarters in Simi Valley, California. The firm has offices in 45 locations and a total of 57 financial advisors. It controls $534 million in assets between its 7,103 accounts, placing it among the bigger financial advisory firms in the United States by assets under management. Hbw Advisory Services LLC offers a diverse range of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Fees for financial advisory services vary depending on which services the firm provides the client. Fees charged by Hbw Advisory Services LLC can include some blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

10 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

Yes

Office Location

3355 Cochran Street Suite 100
Simi Valley, CA 93063

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Hbw Advisory Services LLC Brokerage Details

Total Assets Under Management

$533,968,631

CA Average: $7,578,581,321
Total Number of Employees

57

CA Average: 43
Total Number of Accounts

7,103

CA Average: 3,727
Average Account Size

$75,175

CA Average: $2,033,427

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers

Stephen Foley Work History

Stephen has 10 years of experience.

2010 - Present (11 years)

Hbw Advisory Services LLC

2010 - Present (11 years)

Hbw Insurance & Financial Serivces LLC

Disclosures

Stephen Foley has disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Hbw Advisory Services LLC

Chad Cosens
Simi Valley, CA
William Rudkin
Simi Valley, CA
Chad Francis
Simi Valley, CA
Stephen Foley
Simi Valley, CA
Kerri Herlick
Saratoga Springs, NY
Brian Malkinson
Simi Valley, CA
Kyra King
Simi Valley, CA
Jeffrey Dennison
Madison, AL

This content was compiled from the SEC and FINRA.

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