June 18, 2017 — Erie, Penn…. In its recently released 2017 survey, the June 1,2017 edition of Accounting Today magazine ranks HBKS 15th in amount of assets under management (AUM) among CPA firm’s wealth advisory businesses. It is the eleventh annual “Wealth Magnets” survey by Accounting Today, the leading print and online publication for the tax and accounting community.
The annual study ranks wealth advisory firms affiliated with CPA firms. It includes only the wealth advisory division’s assets under management. The data is provided and validated by Audit Analytics.
HBKS® Wealth Advisors did not pay any compensation to obtain or use this ranking/rating, either directly or indirectly.
The information included in this document is for general, informational purposes only. It does not contain any investment advice and does not address any individual facts and circumstances. As such, it cannot be relied on as providing any investment advice. If you would like investment advice regarding your specific facts and circumstances, please contact a qualified financial advisor.
Any investment involves some degree of risk, and different types of investments involve varying degrees of risk, including loss of principal. It should not be assumed that future performance of any specific investment, strategy or allocation (including those recommended by HBKS® Wealth Advisors) will be profitable or equal the corresponding indicated or intended results or performance level(s). Past performance of any security, indices, strategy or allocation may not be indicative of future results.
The historical and current information as to rules, laws, guidelines or benefits contained in this document is a summary of information obtained from or prepared by other sources. It has not been independently verified, but was obtained from sources believed to be reliable. HBKS® Wealth Advisors does not guarantee the accuracy of this information and does not assume liability for any errors in information obtained from or prepared by these other sources.
HBKS® Wealth Advisors is not a legal or accounting firm, and does not render legal, accounting or tax advice. You should contact an attorney or CPA if you wish to receive legal, accounting or tax advice.