Company Overview
- Headquarters
- 9731 Wortham Blvd,, Houston TX
- Website
- hubinternational.com/offices/us/texas/houston-wortham-boulevard
- Employees
- 15
- Industry
- Financial Services
Financials & Stats
Revenue
$1,000B
Who is HUB Retirement and Wealth Management
HUB Retirement and Wealth Management, formerly Peak Financial Group, is a retirement plan consulting firm based in Houston, Texas. The company employs 15 people and manages over $2.5 billion in assets. HUB Retirement and Wealth Management specializes in providing customized retirement plan advisory services, including 401(k), 403(b), 457(b), and Nonqualified plans, to a wide range of clients, from small businesses to government entities. They aim to help plan sponsors and fiduciaries create sustainable and compliant processes to manage their fiduciary liability. The company offers its services through various affiliated entities, including LPL Financial, Global Retirement Partners, LLC (GRP), and HUB International Investment Advisor Services LLC (HIIA). These entities are registered investment advisors, and the company is licensed to sell insurance in multiple states. For more information about HUB Retirement and Wealth Management, visit their website at hubinternational.com/offices/us/texas/houston-wortham-boulevard.
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