Sb Advisory, LLC
Sb Advisory, LLC (CRD# 154680) is a financial advisory firm headquartered in Atlanta, GA. They manage $246,790,040 in 826 accounts and serve the financial needs of clients across 45 states (or territories).
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Total Assets Under Management247MILLION
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Total Number of Accounts826ACCOUNTS
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Average Account Value$298,777
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, WA, WI
Charles Birbara (CRD# 2669854) is an Investment Advisor Representative working at Sb Advisory, LLC in West Hartford, CT and has over 27 years of experience in the finance industry.
D Blankenship (CRD# 2842335) is an Investment Advisor Representative working at Sb Advisory, LLC in Atlanta, GA and has over 27 years of experience in the finance industry.
Bruce Bouta (CRD# 801450) is an Investment Advisor Representative working at Sb Advisory, LLC in Atlanta, GA and has over 16 years of experience in the finance industry.
Jeffrey Bowman (CRD# 1621804) is an Investment Advisor Representative working at Sb Advisory, LLC in Scottsdale, AZ and has over 37 years of experience in the finance industry.
Robert Bulloch (CRD# 2541075) is an Investment Advisor Representative working at Sb Advisory, LLC in Raleigh, NC and has over 29 years of experience in the finance industry.
Floyd Chapman (CRD# 1356872) is an Investment Advisor Representative working at Sb Advisory, LLC in Tacoma, WA and has over 37 years of experience in the finance industry.
Stephen Colavito (CRD# 2418662) is an Investment Advisor Representative working at Sb Advisory, LLC in Atlanta, GA and has over 30 years of experience in the finance industry.
Jonathan Grabe (CRD# 1321797) is an Investment Advisor Representative working at Sb Advisory, LLC in Ocala, FL and has over 22 years of experience in the finance industry.
Douglas Greenberg (CRD# 2298830) is an Investment Advisor Representative working at Sb Advisory, LLC in West Linn, OR and has over 31 years of experience in the finance industry.
Alexys McKenzie (CRD# 2642827) is an Investment Advisor Representative working at Sb Advisory, LLC in Atlanta, GA and has over 28 years of experience in the finance industry.