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 is recorded as having registered with the SEC in 2001. Filings list the owner type as a domestic entity and individual and classify the firm as unclassified. The firm is not identified as a capital allocator, is not an active ESG investor, and is not registered as a multi-state adviser. Additional advisory, fee, and business-activity details are not provided in the available data.
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 2
Michael 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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