William
Rudkin

Hbw Advisory Services LLC

CRD#6984970
Investment Advisor
in Simi Valley, CA

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About this Advisor

William Rudkin is a financial advisor who works out of Simi Valley, California, who has been in the advisory business for 10 years. Rudkin is on the advisory team at Hbw Advisory Services LLC. They have spent the entirety of their employment at Hbw Advisory Services Llc. Rudkin holds a Series 65 license, qualifying them as an investment advisor representative, and is able to operate in California. Hbw Advisory Services LLC is a firm that has its headquarters in Simi Valley, California. The investment advisory business has offices in 45 locations and a total of 57 people on staff. It manages $534 million in total assets among its 7,103 client accounts, making it one of the larger firms in the country by assets under management. Hbw Advisory Services LLC provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Fees charged by financial advisors vary depending on which services the firm provides the client. However, fees billed by Hbw Advisory Services LLC can consist of any blend of asset-based, hourly and fixed fees.

Certifications and Registrations

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

No

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

William Rudkin Work History

William has 10 years of experience.

2010 - Present (11 years)

Bianchi Ag Services Inc

Disclosures

William Rudkin has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Hbw Advisory Services LLC

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

This content was compiled from the SEC and FINRA.

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