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SRB CORPORATION
695 Atlantic Avenue
Boston, Massachusetts 02111-2623
Tel: 857-205-1697
About SRB CORPORATION
SRB CORPORATION, formally registered with the SEC as SRB CORPORATION. The firm was established in 03/30/2012. They have over 1 offices throughout the country.
SRB CORPORATION is a Boston, Massachusetts based Financial Planning firm with nearly $3,890,087,000 assets under management, offering retirement planning & investment advisory services to 22 clients. The firm is staffed with 4 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 161163 |
| SEC# | 801-73734 |
| Assets Managed by Firm | $3,890,087,000 |
| No. of Clients | 22 |
| No. of Advisors | 4 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Other (PORTFOLIO MANAGEMENT FOR PROPERTY & CASUALTY INSURANCE COMPANIES AND RELATED COMPANIES)
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 22 | $3,890,087,000 |
| Corporations or other businesses | Fewer than 5 clients | $246,999,000 |
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