HBK SORCE ADVISORY LLC Overview
Hbk Sorce Advisory Llc is an investment advisor that manages 1.8 BN dollars in regulatory AUM and has 42 employees, of which 34 perform investment advisory functions.
The manager's has disclosed holdings from 12/31/06 to 12/31/20. The fund's latest filing disclosed 2BN in positions, representing 90% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/06 to 12/31/20. The fund's latest filing disclosed 2BN in positions, representing 90% of the manager's regulatory AUM.
HBK SORCE ADVISORY LLC StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
HBK SORCE ADVISORY LLC Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| SCHX | 18.68% | ETF | 11.79% | -0.07% | 4 | 5% | ||
| LMBS | 7.1% | ETF | -0.2% | -0.29% | 1 | 2% | ||
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FEATURED IN
HBK SORCE ADVISORY LLC Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Phillip L. Wilson | Treasurer | March-2001 |
| Christopher M. Allegretti | Chairman | March-2001 |
| Christopher N. Sorce | Member | March-2001 |
| Gregory J. Sorce | Member | March-2001 |
| Raymond D. Piccirillo | Member | March-2001 |
| Richard C. Morrow | Member | March-2006 |
| Stephen C. Schramm | Member | March-2006 |
| Scott A. Cross | Chief Operating Officer; Member (09/2009 | September-2006 |
| Michael G. Wassmann | Chief Compliance Officer | August-2011 |
| Dan E. Baer | Member | September-2009 |
HBK SORCE ADVISORY LLC Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
HBK SORCE ADVISORY LLC Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss HBKS does not represent, warrant, or imply that the services, methods of analysis, model portfolios, or strategies used by the Firm can or will predict future results, successfully identify market tops or bottoms, or insulate clients from losses. Different types of investments involve varying degrees of risk. It should not be assumed that future performance of any specific investment or strategy will be profitable or equal any performance levels. Clients using HBKS’s investment management services should be prepared to bear the risk of loss of assets that is inherent in each of the investment methods and strategies used.
Under the Agreements, HBKS will develop portfolios tailored to clients’ needs and objectives based on their circumstances. HBKS may allocate client assets among one or more proprietary investment model portfolios (“Model Portfolios”) constructed by HBKS. The Model Portfolios are recommende...
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Under the Agreements, HBKS will develop portfolios tailored to clients’ needs and objectives based on their circumstances. HBKS may allocate client assets among one or more proprietary investment model portfolios (“Model Portfolios”) constructed by HBKS. The Model Portfolios are recommende...
Unlock Full Investment Process Description
HBK SORCE ADVISORY LLC Portfolio Concentration
HBK SORCE ADVISORY LLC Location
ZUCK ROAD OFFICE PARK
5121 ZUCK ROAD
ERIE, Pennsylvania
UNITED STATES, 16506
5121 ZUCK ROAD
ERIE, Pennsylvania
UNITED STATES, 16506
HBK SORCE ADVISORY LLC Contact Information
Phone Number: 814-836-5776
Fax Number: 814-836-5779
Website: http://www.hbkswealth.com
Fax Number: 814-836-5779
Website: http://www.hbkswealth.com
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