HUB International Investment Services Inc.

Broker-DealerFINRA MemberEst. 2010
Total AUM
Advisory reps
179
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 a corporation that has been SEC-registered since 2010. Ownership is listed as a mix of domestic entity and individual owners. Public filings classify the adviser as unclassified and indicate it does not act as a capital allocator and is not an active ESG investor. The firm’s regulatory profile omits many client- and fee-related disclosures, so its primary client segments and detailed advisory activities are not shown in the available data. Records also mark the firm as not being a multi-state adviser, although office information (see below) suggests a broad geographic footprint.

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

2 of 2
  • Mark Shuster

    Mark Shuster

    CEO & Managing PartnerCRD 1402702

  • Marc Silverman

    Marc Silverman

    President And CEOCRD 1413495

Contacts

3 of 177
  • Timothy McGee

    Timothy McGee

    Employee Benefits AdvisorCRD 3050601

  • Terry Crenshaw

    Terry Crenshaw

    PresidentCRD 1162043

  • Howard Bienenfeld

    Howard Bienenfeld

    Senior Vice PresidentCRD 831168

Unlock 174 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