HUBER FINANCIAL ADVISORS, LLC
Legal name: HUBER FINANCIAL
CRD #153747 SEC #801-71465 LINCOLNSHIRE, IL 847-541-6888
SEC Registered
Total AUM
$1.5B
Discretionary
$1.4B
Employees
25
Clients
--
Accounts
4,209
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2020 | $1.5B | $1.4B | $32.3M | 25 | 19 |
| Mar 2020 | $1.5B | $1.4B | $32.3M | 25 | 19 |
| Jul 2019 | $1.2B | $1.2B | $32.7M | 28 | 20 |
| Feb 2019 | $1.2B | $1.2B | $32.7M | 27 | 20 |
| Jan 2019 | $1.2B | $1.2B | $30.1M | 25 | 15 |
| Dec 2018 | $1.2B | $1.2B | $30.1M | 25 | 15 |
| Jul 2018 | $1.2B | $1.2B | $30.1M | 24 | 15 |
| Apr 2018 | $1.2B | $1.2B | $30.1M | 22 | 15 |
| Mar 2018 | $1.2B | $1.2B | $30.1M | 23 | 15 |
| Sep 2017 | $1.2B | $1B | $187.7M | 20 | 1,000 |
| Mar 2017 | $1.2B | $1B | $187.7M | 19 | 1,000 |
| Mar 2016 | $964.5M | $836.7M | $127.8M | 18 | 900 |
| Jan 2016 | $848.7M | $832.2M | $16.4M | 16 | 900 |
| Dec 2015 | $848.7M | $832.2M | $16.4M | 16 | 900 |
| May 2015 | $848.7M | $832.2M | $16.4M | 16 | 900 |
| Mar 2015 | $848.7M | $832.2M | $16.4M | 16 | 900 |
| Feb 2015 | $828.9M | $813.2M | $15.8M | 16 | 900 |
| Oct 2014 | $784.9M | $784.9M | $0 | 16 | 900 |
| Mar 2014 | $784.9M | $784.9M | $0 | 16 | 900 |
| Oct 2013 | $757.8M | $757.8M | $0 | 15 | 0 |
| Oct 2013 | $736.4M | $736.4M | $0 | 15 | 0 |
| Jul 2013 | $709.2M | $709.2M | $0 | 15 | 0 |
| Jul 2013 | $709.2M | $709.2M | $0 | 15 | 0 |
| May 2013 | $0 | $0 | $0 | 1 | 0 |
| May 2013 | $0 | $0 | $0 | 1 | 0 |
| Apr 2013 | $0 | $0 | $0 | 1 | 0 |
| Mar 2013 | $0 | $0 | $0 | 1 | 0 |
| Aug 2012 | $0 | $0 | $0 | 1 | 0 |
| Mar 2012 | $0 | $0 | $0 | 1 | 0 |
| Jan 2012 | $0 | $0 | $0 | 1 | 0 |
| Jan 2012 | $0 | $0 | $0 | 1 | 0 |
| Nov 2010 | $0 | $0 | $0 | 5 | -- |
| May 2010 | $0 | $0 | $0 | 5 | -- |
DateJun 2020
Total AUM$1.5B
Discretionary$1.4B
Non-Disc.$32.3M
Employees25
Clients19
DateMar 2020
Total AUM$1.5B
Discretionary$1.4B
Non-Disc.$32.3M
Employees25
Clients19
DateJul 2019
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$32.7M
Employees28
Clients20
DateFeb 2019
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$32.7M
Employees27
Clients20
DateJan 2019
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$30.1M
Employees25
Clients15
DateDec 2018
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$30.1M
Employees25
Clients15
DateJul 2018
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$30.1M
Employees24
Clients15
DateApr 2018
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$30.1M
Employees22
Clients15
DateMar 2018
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$30.1M
Employees23
Clients15
DateSep 2017
Total AUM$1.2B
Discretionary$1B
Non-Disc.$187.7M
Employees20
Clients1,000
DateMar 2017
Total AUM$1.2B
Discretionary$1B
Non-Disc.$187.7M
Employees19
Clients1,000
DateMar 2016
Total AUM$964.5M
Discretionary$836.7M
Non-Disc.$127.8M
Employees18
Clients900
DateJan 2016
Total AUM$848.7M
Discretionary$832.2M
Non-Disc.$16.4M
Employees16
Clients900
DateDec 2015
Total AUM$848.7M
Discretionary$832.2M
Non-Disc.$16.4M
Employees16
Clients900
DateMay 2015
Total AUM$848.7M
Discretionary$832.2M
Non-Disc.$16.4M
Employees16
Clients900
DateMar 2015
Total AUM$848.7M
Discretionary$832.2M
Non-Disc.$16.4M
Employees16
Clients900
DateFeb 2015
Total AUM$828.9M
Discretionary$813.2M
Non-Disc.$15.8M
Employees16
Clients900
DateOct 2014
Total AUM$784.9M
Discretionary$784.9M
Non-Disc.$0
Employees16
Clients900
DateMar 2014
Total AUM$784.9M
Discretionary$784.9M
Non-Disc.$0
Employees16
Clients900
DateOct 2013
Total AUM$757.8M
Discretionary$757.8M
Non-Disc.$0
Employees15
Clients0
DateOct 2013
Total AUM$736.4M
Discretionary$736.4M
Non-Disc.$0
Employees15
Clients0
DateJul 2013
Total AUM$709.2M
Discretionary$709.2M
Non-Disc.$0
Employees15
Clients0
DateJul 2013
Total AUM$709.2M
Discretionary$709.2M
Non-Disc.$0
Employees15
Clients0
DateMay 2013
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateMay 2013
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateApr 2013
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateMar 2013
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateAug 2012
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateMar 2012
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateJan 2012
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateJan 2012
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateNov 2010
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateMay 2010
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--