SB ADVISORY, LLC

3424 Peachtree Road Ne
Suite 2200
Atlanta, Georgia 30326-1184
Tel: 404-704-0406

About SB ADVISORY, LLC

SB ADVISORY, LLC, formally registered with the SEC as SB ADVISORY, LLC. The firm was established in 12/04/2012. They have over 28 offices throughout the country.

SB ADVISORY, LLC is a Atlanta, Georgia based Financial Planning firm with nearly $285,851,527 assets under management, offering retirement planning & investment advisory services to 1045 clients. The firm is staffed with 29 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	154680
SEC#	801-77380
Assets Managed by Firm	$285,851,527
No. of Clients	1045
No. of Advisors	29

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	1045	$285,851,527
Individuals (other than high net worth individuals)	979	$239,772,400
High net worth individuals	66	$46,079,127

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