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HWA FINANCIAL GROUP
HUBER, WEAKLAND & ASSOCIATES, INC.
CRD 120745 · SEC 801-113612
3448 ELLICOTT CENTER DRIVE, SUITE 101, ELLICOTT CITY, MD, 21043, United States
Phone
410.696.4025
Fax
410.696.4031
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$295.3M
Discretionary AUM
$267.1M
Team
4 total employees; 3 advisory reps; 7 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-23
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisersCONSULTING
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 105 | $37.6M |
| High net worth individuals | 62 | $229.2M |
| Pension/profit sharing plans | 1 | $490K |
| Charitable organizations | 2 | $26.6M |
| Corporations/business entities | 4 | $1.5M |
States served
DE, GA, MD, PA, VA, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD