Matthew Robert Almquist
Investment adviser representative at Hub Investment Partners, LLC
13 yearsExperience
1 stateRegistered in
$11.9BFirm assets
6 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
13 years in the industry.
- Hub Investment Partners, LLCJun 2024 to now
- Tcg Advisors, LLC A Hub International CompanyJun 2023 to Nov 2023
- Sali Fund ServicesJun 2022 to Aug 2022
- Retail InsiteJun 2021 to Aug 2021
- University of TexasAug 2020 to May 2024
- Santa Fe Christian SchoolsAug 2013 to May 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (TX).
Hub Investment Partners, LLC
$11.9BAssets managed
6,127Clients
118Advisers
6 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7954533
- Firm CRD
- 307956