HBK SORCE BROKERAGE LLC
Firm details
- Headquarters
- CANFIELD, Ohio
- CRD number
- 107690
- Registered since
- March 21, 2001
- Website
- hbkswealth.com
Firm profile
FINTRXOverview
HBK Sorce Brokerage LLC is organized as a limited liability company and has been SEC-registered since 2001. The firm’s ownership is recorded as a combination of a domestic entity and an individual. Its internal classification is listed as "Unclassified." The firm is not identified as a capital allocator and is not marked as an active ESG investor. It is also not designated a multi-state or newly formed adviser, and it is not listed as a pension consultant or a related adviser.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
2 of 2MICHAEL WASSMANN
Chief Compliance OfficerCRD 5621134
THOMAS MICHAEL ANGELO
Chief Executive OfficerCRD 5034129
Contacts
3 of 5Steven Heere
Director of FinanceCRD 7980030
Renee Brunner
Compliance SupervisorCRD 7145199
SCOTT CROSS
PrincipalCRD 3155528
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
CANFIELD, OH
MAHONING
Location
CANFIELD, OH
Headquartered in CANFIELD, OH, anchoring the Youngstown-Warren, OH-PA metro in the Midwest.
- Metro area
- Youngstown-Warren, OH-PA
- Region
- Midwest
- County
- MAHONING
- Address
- 6603 Summit Dr
- Time zone
- ET (UTC-5)
- Office locations
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