SB CAPITAL MANAGEMENT, INC.

ENCINO, California·6 registered advisors·CRD# 126826
SEC# 801-621600818-774-1000 X 105
01

Firm Overview

AUM
$1.1B
Regulatory assets under management
Employees
6
Total firm employees
Advisors
6
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
Performance-based fees
Other: ADVISORY REFERRAL FEES
03

Specialties

Financial PlanningInvestment ManagementRetirement PlanningWealth Management
04

Advisors at SB CAPITAL MANAGEMENT, INC.

6 registered advisors
Aaron Wolf Zimmer
ENCINO, California
Amitha K Harichandran
ENCINO, California
Matthew Allan Burke
ENCINO, California
Richard S. Singer
ENCINO, California
Sandy Marvin Singer
ENCINO, California
Stephanie Nicole Connor
ENCINO, California
05

Office Locations

ENCINO, California
6 advisors

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Data sourced from SEC Form ADV filings. SB CAPITAL MANAGEMENT, INC. (CRD# 126826) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.