HUB Retirement and Wealth Management

  • Financial Services
  • Houston TX
  • 15 employees
Get Full Info

Company Overview

Headquarters
9731 Wortham Blvd,, Houston TX
Website
hubinternational.com/offices/us/texas/houston-wortham-boulevard
Employees
15
Industry
Financial Services
More Details

Financials & Stats

Revenue

$1,000B

More Financials

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.

HUB Retirement and Wealth Management Industry Tags

Financial Services
View All Industry Tags

Companies Similar to HUB Retirement and Wealth Management

Analyze industry trends and opportunities by examining competitors and companies comparable to HUB Retirement and Wealth Management, including their performance metrics, financials, growth dynamics, and competitive benchmarks.

Company Name Revenue Number of Employees Location Founded in
1,000M New York, NY
1,000M 855 Indiana, PA 1902
1,000M 1,551
1,000M 40 Gujarat 380051,
1,000M 57,378 New York, NY 1869
View More Companies

FAQ

What is the location of HUB Retirement and Wealth Management's headquarters?
The headquarters of HUB Retirement and Wealth Management are situated at 9731 Wortham Blvd,, Houston TX
What is HUB Retirement and Wealth Management's official website?
The official website of HUB Retirement and Wealth Management can be found at hubinternational.com/offices/us/texas/houston-wortham-boulevard.
What is HUB Retirement and Wealth Management's current revenue?
As of September 2022, HUB Retirement and Wealth Management's annual revenue reached $1,000B.
How many employees does HUB Retirement and Wealth Management currently have?
HUB Retirement and Wealth Management employs approximately 15+ people as of September 2022
Which industries is HUB Retirement and Wealth Management primarily operating in?
HUB Retirement and Wealth Management operates in the following industries: Credit, Finance
What are HUB Retirement and Wealth Management's industry tags?
HUB Retirement and Wealth Management's industry tags include: Financial Services

Employee Directory

Key Employees

Alicia Alba

Account Manager

Phone Email

Patrick Jordan

Retirement Advisor | Senior Vice President @ HUB Retirement and Wealth Management

Phone Email