HUB International Investment Services Inc.

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
192
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 corporate investment services entity that operates as part of the broader HUB network. Ownership is recorded as a mix of a domestic entity and individual stakeholders. The firm does not position itself as a capital allocator and is not identified as an active ESG investor. Public-facing details about its specific advisory services, client segments, fee schedules or affiliations were not provided in the source dataset. The firm's classification is listed as unclassified, and several typical adviser descriptors (multi-state adviser, pension consultant, related adviser) are marked negative in the dataset. Beyond the allocation and investment vehicle information noted below, there is limited publicly supplied detail about day-to-day business activities or client targeting.

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 189
  • 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 186 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