Assets Under Management
$1.2B
Number of Clients
310
Number of Advisors
7
Average Client AUM
$4.0M
AUM per Advisor
$175.0M
Compensation
Fee-Only (AUM)Fixed/Hourly
SB Capital Management offers investment management through its Managed Account Program and financial planning services for an hourly fee. They manage portfolios using third-party managers, mutual funds, and ETFs. The firm was acquired by Mercer Global Advisors.
6345 Balboa Blvd., Building 4, Suite 375, Encino, CA, 91316