HUB International Investment Services Inc.

Broker-DealerFINRA MemberEst. 2010
Total AUM
Advisory reps
184
Avg account
$0

Firm details

Headquarters
West Lake Hills, Texas
CRD number
150252
Registered since
January 7, 2010

Firm profile

FINTRX

Overview

HUB International Investment Services Inc. is organized as a corporation and has been SEC-registered since 2010. FINTRX characterizes its ownership as involving domestic entity and individual owners and does not assign a specific firm classification. The firm's record indicates it is not a capital allocator and is not flagged as an active ESG investor. Other registry flags show it is not listed as a multi-state adviser, not newly formed, and not a pension consultant or related adviser.

Investments & Alternatives

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

3 of 3
  • Mark Shuster

    Mark Shuster

    CEO & Managing PartnerCRD 1402702

  • Marc Silverman

    Marc Silverman

    President and CEOCRD 1413495

  • Carl Steinhilber

    Carl Steinhilber

    Chief Operations OfficerCRD 1931102

Contacts

3 of 181
  • Angela Beidleman

    Angela Beidleman

    Vice President, FinanceCRD 5677473

  • Matthew Greene

    Matthew Greene

    Managing Director and Financial PlannerCRD 5799281

  • Tuan Phan

    Tuan Phan

    Senior Investment AssociateCRD 5804710

Unlock 178 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

West Lake Hills, TX

Travis

Location

West Lake Hills, TX

Headquartered in West Lake Hills, TX, in the South of the United States.

Region
South
County
Travis
Address
900 S Capital Of Texas Hwy
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth