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SBB RESEARCH GROUP LLC

450 Skokie Blvd.
Building 600
Northbrook, Illinois 60062
Tel: 847-656-1111

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About SBB RESEARCH GROUP LLC

SBB RESEARCH GROUP LLC, formally registered with the SEC as SBB RESEARCH GROUP LLC. The firm was established in 04/23/2014. They have over 1 offices throughout the country.

SBB RESEARCH GROUP LLC is a Northbrook, Illinois based Financial Planning firm with nearly $2,454,707,023 assets under management, offering retirement planning & investment advisory services to 23 clients. The firm is staffed with 27 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#161109
SEC#801-79560
Assets Managed by Firm$2,454,707,023
No. of Clients23
No. of Advisors27

Fee Structure

  • A percentage of AUM
  • Performance Based

Advisory Services Provided

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients

Firm Client Information

No. of ClientsAUM
Firm Total23$2,454,707,023
High net worth individuals8$80,991,954

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