HBC FINANCIAL SERVICES, PLLC
CRD #115751 SEC #801-63872 SEATTLE, WA 206-548-5000
SEC Registered
Total AUM
$447M
Discretionary
$433M
Employees
5
Clients
1
Accounts
674
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2024 | $447M | $433M | $14M | 5 | 0 |
| Feb 2023 | $413.2M | $396.7M | $16.5M | 5 | 0 |
| Feb 2022 | $467.8M | $448.4M | $19.4M | 5 | 0 |
| Mar 2021 | $397.9M | $360.2M | $37.7M | 5 | 0 |
| Jun 2020 | $363.8M | $331.3M | $32.5M | 5 | 0 |
| Feb 2020 | $363.8M | $331.3M | $32.5M | 5 | 0 |
| Feb 2019 | $301.9M | $262.3M | $39.6M | 4 | 0 |
| Feb 2018 | $309.3M | $268.3M | $41.1M | 5 | 0 |
| Jan 2017 | $260.6M | $241.1M | $19.5M | 5 | 200 |
| Jun 2016 | $230.9M | $216.2M | $14.7M | 5 | 200 |
| Feb 2016 | $230.9M | $216.2M | $14.7M | 5 | 200 |
| Jan 2015 | $213.4M | $199.4M | $14M | 5 | 200 |
| Jan 2015 | $213.4M | $199.4M | $14M | 5 | 200 |
| Apr 2014 | $193.5M | $185M | $8.5M | 5 | 200 |
| Feb 2014 | $193.5M | $185M | $8.5M | 5 | 200 |
| Dec 2013 | $153.5M | $145.4M | $8M | 6 | 200 |
| Jan 2013 | $153.5M | $145.4M | $8M | 6 | 200 |
| Nov 2012 | $126M | $124M | $2.1M | 6 | 150 |
| Jan 2012 | $126M | $124M | $2.1M | 6 | 150 |
| Feb 2011 | $110.7M | $110.7M | $0 | 10 | -- |
| Jan 2010 | $103.2M | $103.2M | $0 | 10 | -- |
| Jan 2008 | $87.5M | $87.5M | $0 | 10 | -- |
| Jan 2007 | $71.9M | $1.3M | $70.7M | 10 | -- |
| Jan 2006 | $62.7M | $800K | $61.9M | 5 | -- |
| Feb 2005 | $40.9M | $490.4K | $40.4M | 5 | -- |
| Feb 2005 | $40.9M | $490.4K | $40.4M | 5 | -- |
| Jan 2005 | $40.9M | $490.4K | $40.4M | 5 | -- |
DateMar 2024
Total AUM$447M
Discretionary$433M
Non-Disc.$14M
Employees5
Clients0
DateFeb 2023
Total AUM$413.2M
Discretionary$396.7M
Non-Disc.$16.5M
Employees5
Clients0
DateFeb 2022
Total AUM$467.8M
Discretionary$448.4M
Non-Disc.$19.4M
Employees5
Clients0
DateMar 2021
Total AUM$397.9M
Discretionary$360.2M
Non-Disc.$37.7M
Employees5
Clients0
DateJun 2020
Total AUM$363.8M
Discretionary$331.3M
Non-Disc.$32.5M
Employees5
Clients0
DateFeb 2020
Total AUM$363.8M
Discretionary$331.3M
Non-Disc.$32.5M
Employees5
Clients0
DateFeb 2019
Total AUM$301.9M
Discretionary$262.3M
Non-Disc.$39.6M
Employees4
Clients0
DateFeb 2018
Total AUM$309.3M
Discretionary$268.3M
Non-Disc.$41.1M
Employees5
Clients0
DateJan 2017
Total AUM$260.6M
Discretionary$241.1M
Non-Disc.$19.5M
Employees5
Clients200
DateJun 2016
Total AUM$230.9M
Discretionary$216.2M
Non-Disc.$14.7M
Employees5
Clients200
DateFeb 2016
Total AUM$230.9M
Discretionary$216.2M
Non-Disc.$14.7M
Employees5
Clients200
DateJan 2015
Total AUM$213.4M
Discretionary$199.4M
Non-Disc.$14M
Employees5
Clients200
DateJan 2015
Total AUM$213.4M
Discretionary$199.4M
Non-Disc.$14M
Employees5
Clients200
DateApr 2014
Total AUM$193.5M
Discretionary$185M
Non-Disc.$8.5M
Employees5
Clients200
DateFeb 2014
Total AUM$193.5M
Discretionary$185M
Non-Disc.$8.5M
Employees5
Clients200
DateDec 2013
Total AUM$153.5M
Discretionary$145.4M
Non-Disc.$8M
Employees6
Clients200
DateJan 2013
Total AUM$153.5M
Discretionary$145.4M
Non-Disc.$8M
Employees6
Clients200
DateNov 2012
Total AUM$126M
Discretionary$124M
Non-Disc.$2.1M
Employees6
Clients150
DateJan 2012
Total AUM$126M
Discretionary$124M
Non-Disc.$2.1M
Employees6
Clients150
DateFeb 2011
Total AUM$110.7M
Discretionary$110.7M
Non-Disc.$0
Employees10
Clients--
DateJan 2010
Total AUM$103.2M
Discretionary$103.2M
Non-Disc.$0
Employees10
Clients--
DateJan 2008
Total AUM$87.5M
Discretionary$87.5M
Non-Disc.$0
Employees10
Clients--
DateJan 2007
Total AUM$71.9M
Discretionary$1.3M
Non-Disc.$70.7M
Employees10
Clients--
DateJan 2006
Total AUM$62.7M
Discretionary$800K
Non-Disc.$61.9M
Employees5
Clients--
DateFeb 2005
Total AUM$40.9M
Discretionary$490.4K
Non-Disc.$40.4M
Employees5
Clients--
DateFeb 2005
Total AUM$40.9M
Discretionary$490.4K
Non-Disc.$40.4M
Employees5
Clients--
DateJan 2005
Total AUM$40.9M
Discretionary$490.4K
Non-Disc.$40.4M
Employees5
Clients--