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 09/30/16. The fund's latest filing disclosed 503MM in positions, representing 28% of the manager's regulatory AUM.

HBK SORCE ADVISORY LLC StockAlpha

-3.1%
Top 25%
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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

HBK SORCE ADVISORY LLC Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
SCHX 23.82% ETF 1.49% -0.01% 4 3%
SCHF 11.12% ETF -3.72% -0.59% 1 1%
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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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HBK SORCE ADVISORY LLC Portfolio Concentration

HBK SORCE ADVISORY LLC Location

ZUCK ROAD OFFICE PARK
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:

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