HBA ADVISORS, LLC
Legal name: EQUANIMITY FINANCIAL PARTNERS
CRD #152050 SEC #801-70851 PASADENA, CA 626-529-8347
SEC Registered
Total AUM
$166.8M
Discretionary
$166.2M
Employees
4
Clients
10
Accounts
643
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2025 | $166.8M | $166.2M | $541K | 4 | 1 |
| May 2024 | $147.7M | $147.3M | $417K | 4 | 1 |
| Sep 2023 | $115.5M | $115.3M | $203.1K | 4 | 2 |
| Jun 2023 | $115.5M | $115.3M | $203.1K | 4 | 2 |
| Jun 2023 | $115.5M | $115.3M | $203.1K | 4 | 2 |
| Jun 2022 | $149.5M | $149.1M | $405K | 1 | 2 |
| Jun 2022 | $149.5M | $149.1M | $405K | 1 | 2 |
| Mar 2022 | $133.7M | $133.3M | $411.2K | 3 | 2 |
| Mar 2022 | $133.7M | $133.3M | $411.2K | 3 | 2 |
| Dec 2021 | $133.7M | $133.3M | $411.2K | 3 | 2 |
| May 2021 | $133.7M | $133.3M | $411.2K | 3 | 2 |
| Oct 2020 | $109.7M | $109.4M | $323K | 2 | 2 |
| Jun 2020 | $109.7M | $109.4M | $323K | 2 | 2 |
| Jun 2020 | $109.7M | $109.4M | $323K | 2 | 2 |
| Jun 2019 | $110.8M | $110.3M | $434K | 3 | 0 |
| Aug 2018 | $119M | $100M | $19M | 3 | 0 |
| Jul 2018 | $119M | $100M | $19M | 3 | 0 |
| Jun 2018 | $119M | $100M | $19M | 3 | 0 |
| Sep 2017 | $112M | $112M | $0 | 5 | 319 |
| Jul 2017 | $112M | $112M | $0 | 5 | 319 |
| Jul 2017 | $112M | $112M | $0 | 5 | 319 |
| Jun 2016 | $102M | $102M | $0 | 6 | 300 |
| Apr 2015 | $105M | $105M | $0 | 6 | 280 |
| May 2014 | $100M | $100M | $0 | 6 | 300 |
| Nov 2013 | $133.9M | $132.3M | $1.6M | 7 | 300 |
| Jun 2013 | $133.9M | $132.3M | $1.6M | 7 | 300 |
| Jun 2012 | $127.4M | $127.4M | $0 | 1 | 300 |
| Feb 2012 | $127.8M | $126.7M | $1.1M | 1 | 300 |
| Dec 2011 | $103.5M | $101.6M | $1.9M | 1 | 251 |
| Dec 2011 | $103.5M | $101.6M | $1.9M | 1 | 251 |
| Aug 2011 | $103.5M | $101.6M | $1.9M | 5 | -- |
| Apr 2011 | $103.5M | $101.6M | $1.9M | 5 | -- |
| Apr 2010 | $89.1M | $89M | $54.8K | 5 | -- |
DateApr 2025
Total AUM$166.8M
Discretionary$166.2M
Non-Disc.$541K
Employees4
Clients1
DateMay 2024
Total AUM$147.7M
Discretionary$147.3M
Non-Disc.$417K
Employees4
Clients1
DateSep 2023
Total AUM$115.5M
Discretionary$115.3M
Non-Disc.$203.1K
Employees4
Clients2
DateJun 2023
Total AUM$115.5M
Discretionary$115.3M
Non-Disc.$203.1K
Employees4
Clients2
DateJun 2023
Total AUM$115.5M
Discretionary$115.3M
Non-Disc.$203.1K
Employees4
Clients2
DateJun 2022
Total AUM$149.5M
Discretionary$149.1M
Non-Disc.$405K
Employees1
Clients2
DateJun 2022
Total AUM$149.5M
Discretionary$149.1M
Non-Disc.$405K
Employees1
Clients2
DateMar 2022
Total AUM$133.7M
Discretionary$133.3M
Non-Disc.$411.2K
Employees3
Clients2
DateMar 2022
Total AUM$133.7M
Discretionary$133.3M
Non-Disc.$411.2K
Employees3
Clients2
DateDec 2021
Total AUM$133.7M
Discretionary$133.3M
Non-Disc.$411.2K
Employees3
Clients2
DateMay 2021
Total AUM$133.7M
Discretionary$133.3M
Non-Disc.$411.2K
Employees3
Clients2
DateOct 2020
Total AUM$109.7M
Discretionary$109.4M
Non-Disc.$323K
Employees2
Clients2
DateJun 2020
Total AUM$109.7M
Discretionary$109.4M
Non-Disc.$323K
Employees2
Clients2
DateJun 2020
Total AUM$109.7M
Discretionary$109.4M
Non-Disc.$323K
Employees2
Clients2
DateJun 2019
Total AUM$110.8M
Discretionary$110.3M
Non-Disc.$434K
Employees3
Clients0
DateAug 2018
Total AUM$119M
Discretionary$100M
Non-Disc.$19M
Employees3
Clients0
DateJul 2018
Total AUM$119M
Discretionary$100M
Non-Disc.$19M
Employees3
Clients0
DateJun 2018
Total AUM$119M
Discretionary$100M
Non-Disc.$19M
Employees3
Clients0
DateSep 2017
Total AUM$112M
Discretionary$112M
Non-Disc.$0
Employees5
Clients319
DateJul 2017
Total AUM$112M
Discretionary$112M
Non-Disc.$0
Employees5
Clients319
DateJul 2017
Total AUM$112M
Discretionary$112M
Non-Disc.$0
Employees5
Clients319
DateJun 2016
Total AUM$102M
Discretionary$102M
Non-Disc.$0
Employees6
Clients300
DateApr 2015
Total AUM$105M
Discretionary$105M
Non-Disc.$0
Employees6
Clients280
DateMay 2014
Total AUM$100M
Discretionary$100M
Non-Disc.$0
Employees6
Clients300
DateNov 2013
Total AUM$133.9M
Discretionary$132.3M
Non-Disc.$1.6M
Employees7
Clients300
DateJun 2013
Total AUM$133.9M
Discretionary$132.3M
Non-Disc.$1.6M
Employees7
Clients300
DateJun 2012
Total AUM$127.4M
Discretionary$127.4M
Non-Disc.$0
Employees1
Clients300
DateFeb 2012
Total AUM$127.8M
Discretionary$126.7M
Non-Disc.$1.1M
Employees1
Clients300
DateDec 2011
Total AUM$103.5M
Discretionary$101.6M
Non-Disc.$1.9M
Employees1
Clients251
DateDec 2011
Total AUM$103.5M
Discretionary$101.6M
Non-Disc.$1.9M
Employees1
Clients251
DateAug 2011
Total AUM$103.5M
Discretionary$101.6M
Non-Disc.$1.9M
Employees5
Clients--
DateApr 2011
Total AUM$103.5M
Discretionary$101.6M
Non-Disc.$1.9M
Employees5
Clients--
DateApr 2010
Total AUM$89.1M
Discretionary$89M
Non-Disc.$54.8K
Employees5
Clients--