Director, President · HBW Advisory Services LLC
Joseph A. Bonanno
CRD 1907829 · Named on Form ADV at one SEC-registered adviser
At a glance
HBW Advisory Services LLC, an SEC-registered wealth manager based in Simi Valley, CA with $1.7 billion in regulatory assets, lists Joseph A. Bonanno on its Form ADV as Director, President, a control person.
Firms and roles
- HBW Advisory Services LLCDirector, PresidentWealth manager · Simi Valley, CA · $1.7B in regulatory assets
AtlasMembers
Joseph’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Barnett D. HellenbrandDirector, HBW Advisory Services LLC
- Todd A. PenrodChief Compliance Officer, HBW Advisory Services LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Joseph’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.