Sb Capital Management, Inc.
Encino, California
SB Capital Management, Inc., based out of Encino, CA, is a highly regarded local investment advisory firm with a proven track record. With over 180 individual clients and an impressive $982,749,000 in assets under management, the firm offers comprehensive financial solutions tailored to meet the unique needs of their clients.
SB Capital Management, Inc. prides itself on its ability to effectively manage a diverse range of investment portfolios. While 401K and individual accounts make up less than 30% of their assets under management, the firm possesses the expertise and capability to efficiently handle employer funds. Notably, a...
See more
Loading...
Assets Under Mgmt
$982.75M
Investment Professionals
6
Locations
0
% 401K & Individual
% Discretionary
Compensation Structure
A percentage of assets under your management
Hourly Charges
Fixed Fees
Performance-based fees
Other
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Selection of other advisers
Articles
Articles
This information was provided by Mployer and is based on publicly available information made available by employers, brokers and carriers. While efforts are made to validate and confirm the information, there could be inaccuracies. All information and ratings are based on Mployer’s opinion only and should be one of many factors used when evaluating brokers. If there are any inaccuracies in the information, please reach out to Mployer using the contact us form and we will review your submission and make changes as we deem appropriate.