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SBJ CAPITAL
2001 North Main Street
Suite 650
Walnut Creek, California 94596
Tel: 415-848-1990
About SBJ CAPITAL
SBJ CAPITAL, formally registered with the SEC as SBJ CAPITAL. The firm was established in 07/29/2022. They have over 3 offices throughout the country.
SBJ CAPITAL is a Walnut Creek, California based Financial Planning firm with nearly $615,714,461 assets under management, offering retirement planning & investment advisory services to 16 clients. The firm is staffed with 15 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 293841 |
| SEC# | 801-126318 |
| Assets Managed by Firm | $615,714,461 |
| No. of Clients | 16 |
| No. of Advisors | 15 |
Fee Structure
- A percentage of AUM
- Fixed fees
- Performance Based
Advisory Services Provided
- Portfolio management for pooled investment vehicles
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 16 | $615,714,461 |
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