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 is recorded as having SEC registration dating back to 2001. Ownership is listed as a combination of a domestic entity and an individual. The firm's regulatory classification is shown as "unclassified." The available records indicate HBK Sorce Brokerage LLC does not act as a capital allocator and does not identify itself as an active ESG investor. It is not designated as a multi-state adviser, is not described as a pension consultant, and there are no entries tying it to a related adviser arrangement in the source data.

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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth