A complete list of active advisors currently associated with Huber, Cardono, Moring & Richter, L.P.

Warmer can help you find a great advisor at Huber, Cardono, Moring & Richter, L.P. or one who fits your needs even better.

Huber, Cardono, Moring & Richter, LP provides investment advisory and portfolio management services to individual clients and related entities such as trusts, estates, and qualified accounts. The firm manages separately managed accounts and implements allocations using mutual funds, exchange-traded funds, stocks and bonds, overseeing roughly $21.7 million in client assets across discretionary and non-discretionary mandates. The firm’s process begins with a suitability assessment and the preparation of written strategic recommendations, with ongoing periodic reviews (at least annually) and monitoring of other client-held financial assets. Research and screening draw on sources such as Morningstar, MarketWatch and print financial media, and HCMR offers sector allocation and regular rebalancing while billing advisory fees on a percentage-of-AUM basis, billed monthly in arrears. Several operational features distinguish HCMR from many peers: its management personnel are registered representatives of Cambridge Investment Research, Inc., and the firm discloses that a principal acts as an independent insurance broker and sells insurance and annuity products for separate compensation. The brochure also notes that each investment recommendation is documented on a Strategic Recommendation Form filed with the broker‑dealer and that the firm’s stated client focus is on individuals and their entities rather than a high‑net‑worth specialty.

To learn more about the advisors currently working at Huber, Cardono, Moring & Richter, L.P., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.