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SBSB FINANCIAL ADVISORS
MCLEAN, VA
703-734-9300
SEC #801-38301Total AUM
$5.1B
Employees
66Clients
1,171Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
8444 WESTPARK DRIVE
SUITE 610
MCLEAN
VA 22102-5123
United States
SUITE 610
MCLEAN
VA 22102-5123
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Monday - Friday
Phone
703-734-9300
Other Offices
2
Financials
Total AUM
$5.1B
Accounts
4,525Discretionary
$5B
Accounts
4,509Non-Discretionary
$17.3M
Accounts
16
Clients
Individual Clients
272AUM
$125.3M
HNW Individual Clients
876AUM
$4.5B
Pension/Profit Sharing Plan Clients
11AUM
$21M
Charitable Organization Clients
8AUM
$368.6M
Corporation or Business Clients
4AUM
$42.9M
Services
Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
REFERRAL COMPENSATION
Compliance
Disclosures
None reported
State Registrations
AZCACOCTDCDEFLGAILLAMAMDMINCNHNJNYPASCTNTXUTVAWA
Affiliates
Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 2 other businesses.