HBK Sorce Brokerage LLC

Broker-DealerFINRA MemberEst. 2001
Total AUM
Advisory reps
7
Avg account
$0

Firm details

Headquarters
Canfield, Ohio
CRD number
107690
Registered since
March 21, 2001

Firm profile

FINTRX

Overview

HBK Sorce Brokerage LLC is organized as a limited liability company and has been SEC-registered since 2001. Public filings classify the firm as unclassified and identify the owner type as a domestic entity and individual. The snapshot data flags the firm as not a capital allocator and not an active ESG investor; it is also not reported as a multi-state adviser, newly formed adviser, pension consultant, or related adviser. The firm has not supplied detail on its advisory activities, business lines, client segments, or fee schedules in the provided dataset, so its client-facing model and product focus are not described here.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • Michael Wassmann

    Michael Wassmann

    Chief Compliance OfficerCRD 5621134

  • Thomas Michael Angelo

    Chief Executive OfficerCRD 5034129

Contacts

3 of 5
  • Steven Heere

    Director of FinanceCRD 7980030

  • Renee Brunner

    Renee Brunner

    Compliance SupervisorCRD 7145199

  • Scott Cross

    Scott Cross

    PrincipalCRD 3155528

Unlock 2 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth