SB ADVISORY, LLC
Total AUM
$404.8M
Employees
29Clients
1,574Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
3424 PEACHTREE ROAD NE
SUITE 2200
ATLANTA
GA 30326-1184
United States
SUITE 2200
ATLANTA
GA 30326-1184
United States
Operating Hours
9 AM TO 5 PM
Monday - Friday
Monday - Friday
Phone
404-704-0406
Other Offices
22
Financials
Total AUM
$404.8M
Accounts
1,540Discretionary
$28.5M
Accounts
107Non-Discretionary
$376.3M
Accounts
1,433
Clients
Individual Clients
1,494AUM
$254.9M
HNW Individual Clients
80AUM
$149.8M
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
SRO Discipline/Expulsion/SuspensionSRO Rule Violation
State Registrations
ALARAZCACOCTDCDEFLGAIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAWAWI
Affiliates
Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 2 other businesses.