SB ADVISORY, LLC

ATLANTA, Georgia·6 registered advisors·CRD# 154680
SEC# 801-7738027404-704-0406
01

Firm Overview

AUM
$286M
Regulatory assets under management
Employees
29
Total firm employees
Advisors
6
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at SB ADVISORY, LLC

6 registered advisors
Alexys Ulando Mckenzie
ATLANTA, Georgia
Daniel Padilla
ATLANTA, Georgia
Janet Marie Bentley-Ewers
ATLANTA, Georgia
Jervis Bennett Hough
ATLANTA, Georgia
Joquinn Thomas Sadler
ATLANTA, Georgia
Kathryn Rene' Benton
ATLANTA, Georgia
05

Office Locations

ATLANTA, Georgia
6 advisors

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Data sourced from SEC Form ADV filings. SB ADVISORY, LLC (CRD# 154680) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.