HUB International Investment Services Inc.
Firm details
- Headquarters
- West Lake Hills, Texas
- CRD number
- 150252
- Registered since
- January 7, 2010
- Website
- www.hubinternational.com
Firm profile
FINTRXOverview
HUB International Investment Services Inc. is organized as a corporation and has been registered with the SEC since 2010. FINTRX lists the ownership as a combination of a domestic entity and an individual and classifies the firm as "Unclassified." Public-facing detail on the firm's client segments, fee schedules, and day-to-day advisory activities is limited in the dataset. The profile flags several negative indicators rather than strategic specializations: the firm is not identified as a capital allocator, is not marked as an active ESG investor, is not listed as a multi-state adviser, and is not described as a pension consultant or related adviser. Those entries suggest the firm operates primarily as a private wealth advisory business without a visible emphasis on third-party capital allocation or formal ESG-driven mandates, at least in the data provided.
Investments & Alternatives
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
3 of 3Mark Shuster
CEO & Managing PartnerCRD 1402702

Marc Silverman
President and CEOCRD 1413495

Carl Steinhilber
Chief Operations OfficerCRD 1931102
Contacts
3 of 184
Angela Beidleman
Vice President, FinanceCRD 5677473

Matthew Greene
Managing Director and Financial PlannerCRD 5799281

Tuan Phan
Senior Investment AssociateCRD 5804710
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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