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Overview

Articles

Insights

There are no insights from this firm to display at this time.

Assets

Assets

Last updated on Aug. 29, 2019
    • $3.4B
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 12K
      Accounts
    • $289.0K
      Estimated Average Account Balance

Services

Firm Services

There is no Services data available to display at this time.

Firm Client types

There is no client type data to display at this time.

Advisors

Current Advisors

# of advisors

64

name start date
Brian Scott Sommers
June 2014
Denise Nicole Williams
June 2017
Joseph Edward Kloecker
September 2001
Anthony Brent Wauterlek
June 2001
Brett Jeffery Henninger
September 2012

    Affiliated Investment Advisors and Broker Dealers

    Name Type Total Assets
    Hbk CPAS and Consultants -- --
    Hbk Sorce Brokerage LLC Broker-Dealer --
    Hbk Sorce Insurance LLC -- --
    Kc Investment Advisors, LLC IAR $165,250,469
    Park Shore Partners LLC IAR $80,834,536
    Steel Tower Investments -- --

      Leadership

      Ownership

      There is no ownership data available to display at this time.

      Executives and Control Persons

      Name Title Tenure Date % Ownership
      Steven Michael Rinn Member September, 2016 less than 5%
      David Darwish Member September, 2016 less than 5%
      Quinto Fabio Ambrosetti Member September, 2017 less than 5%
      Matthew James Costigan Member September, 2017 less than 5%
      Ryan Henry Furtwangler Member September, 2017 less than 5%
      William Francis Casey Member September, 2017 less than 5%
      Augustine Anton Repetto Member September, 2017 less than 5%
      Brian William Mallette Member September, 2018 less than 5%
      Thomas J Taranto Member September, 2018 less than 5%
      Brittany Lauren Taylor Member September, 2018 less than 5%
      Brian Scott Sommers Chief Investment Officer, Member September, 2017 less than 5%
      Scott Allan Cross Member September, 2009 less than 5%
      Christopher Mark Allegretti Chairman March, 2001 less than 5%
      Christopher Neal Sorce Member March, 2001 less than 5%
      Gregory Joseph Sorce Member March, 2001 less than 5%
      Raymond Dean Piccirillo Member March, 2001 less than 5%
      Richard Charles Morrow Member March, 2006 less than 5%
      Stephen Carl Schramm Member March, 2006 less than 5%
      Dan E Baer Member September, 2009 less than 5%
      Gerald William Hall Member April, 2016 less than 5%
      James Anthony Arcoraci Member April, 2016 less than 5%
      Michael Gustave Wassmann Chief Compliance Officer August, 2011 less than 5%
      Phillip Lyle Wilson Treasurer March, 2001 less than 5%
        Source: SEC

        Fees

        Types of Compensation Arrangements

        • Percentage Of Assets
        • Hourly Charges
        • Fixed Fees