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Matthew Allan Burke

26 Years of Experience
Areas of Practice
Investment ManagementFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
7 advisors
Number of Clients
310 clients
Average Client Portfolio
$4.0M average
Assets Under Management
$1.2B

Fee Structure

Minimum Investment:$100K
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Location

6345 Balboa Boulevard, Building 4, Suite 375, Encino, CA, 91316

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Matthew is associated with Singer, Burke & Co. LLP since 1990.

Employment History
Current Registrations
Sb Capital Management, INC.
June 2001 - Present · 24 yrs 8 mos
Previous Registrations
Cibc World Markets CORP.
October 1999 - November 2002 · 3 yrs 1 mo
State Registrations1 state
CA
Advisor
Exams
No exam information available for this advisor.