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Matthew Allan Burke

SB CAPITAL MANAGEMENT, INC.·ENCINO, California
Unclaimed Profile
6345 BALBOA BLVD., BUILDING 4, ENCINO, CA 91316CRD# 3241142Firm CRD# 126826
01

About

Matthew Allan Burke is a registered financial advisor based in ENCINO, California, affiliated with SB CAPITAL MANAGEMENT, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Pension & Retirement Plans
High Net Worth Individuals
03

Firm Overview

Firm
SB CAPITAL MANAGEMENT, INC.
SB CAPITAL MANAGEMENT, INC.
AUM
$1.1B
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at SB CAPITAL MANAGEMENT, INC. →
Services
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Performance-based fees
Other: ADVISORY REFERRAL FEES
Regulatory
SEC/IARD CRD# 3241142
Firm CRD# 126826
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Matthew Allan Burke offer?
Matthew Allan Burke specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in ENCINO, California for a consultation.
What are Matthew Allan Burke's credentials?
Matthew Allan Burke is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Matthew Allan Burke located?
Matthew Allan Burke is based in ENCINO, California, working with SB CAPITAL MANAGEMENT, INC.. Their office serves clients in the ENCINO metropolitan area and surrounding communities.
How does Matthew Allan Burke charge for services?
Matthew Allan Burke's firm is compensated through percentage of aum, hourly charges, subscription fees, performance-based fees, other: advisory referral fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SB CAPITAL MANAGEMENT, INC.?
SB CAPITAL MANAGEMENT, INC. has approximately 6 employees and manages $1.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in ENCINO
David William Jacobs — NAVALIGN, LLCJason Terrance Thomas — PORTFOLIO DESIGN LABS, LLCSandy Marvin Singer — SB CAPITAL MANAGEMENT, INC.Aaron Wolf Zimmer — SB CAPITAL MANAGEMENT, INC.Christopher Matthew Carter — NAVALIGN, LLC
Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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