HUB International Investment Services Inc.

Broker-DealerFINRA MemberEst. 2010
Total AUM
—
Advisory reps
187
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 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

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 184
  • 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

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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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth