HBW Attains $1 Billion in Assets Under Management

May 26, 2021, Simi Valley, CA. Today at HBW Advisory Services LLC, we hit a significant milestone in reaching the $1 Billion mark in Assets Under Management (AUM). This achievement is the result of the great efforts of our extremely professional and diligent advisors in the field who consistently work to provide high-level fiduciary duties for their clients, as well as the dedicated personnel at HBW Advisory Services that support the efforts of these outstanding advisors.

HBW CEO, Barney Hellenbrand: “I want to express my extreme gratitude for the hard work and dedication of all the people involved in this achievement, our affiliated advisors, home office personnel and vendors that support them. Our advisors are part of an extended family here at HBW, and I particularly want to add a note of congratulations to Joe Bonanno, our Advisory President and Chief Investment officer for his outstanding leadership.”

At HBW Advisory Services LLC, we do what we do because we know that every time we help a family or a business solve important financial problems and issues, we make the world a little bit brighter and maybe even change it in ways beyond measure!

At HBW Job One is to maximize our advisors’ success by providing the support and resources they need to best serve their clients. The true independence of HBW and its advisors is critical to serving our clients in the way our culture and ethics require.

This achievement is, hopefully, just the beginning of a continuing long and successful growth phase as we strive to accomplish many other milestones on our journey to build a world class firm.

Investment advisory services offered through HBW Advisory Services LLC. HBW Insurance & Financial Services,Inc. dba HBW Partners and HBW Advisory Services are separate entities which do not offer legal or tax advice.

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