Assets Under Management
$285.9M
Number of Clients
1,045
Number of Advisors
31
Average Client AUM
$274K
AUM per Advisor
$9.2M
Compensation
Fee-Only (AUM)Fixed/Hourly
SB Advisory, LLC is an SEC-registered investment advisory firm. They offer advisory management through RBC, an Advisor Choice Program, AssetMark Programs, Brinker Capital, and EQIS Capital Management, Inc. They also provide comprehensive, limited, and hourly financial planning services. Fees are negotiable.
3424 Peachtree Road Ne, Suite 2200, Atlanta, GA, 30326-1184