| Name | Title | Ownership | Since |
|---|---|---|---|
| Alexys Ulando McKenzie Control | Ceo | Under 5% | 2007 |
| Daniel Padilla Control | Cco | 10-25% | 2021 |
| Ifs Group, Inc. Control | Owner | Over 75% | 2015 |
Sb Advisory, LLC reports $404.8 million in regulatory assets under management on its Form ADV.
Sb Advisory, LLC reports 29 employees.
Sb Advisory, LLC is based in Atlanta, GA and has been SEC-registered since 2012.
Sb Advisory, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 3424 Peachtree Road NE, Suite 2200, Atlanta, GA 30326-1184 |
| Phone | 404-704-0406 |
| Office hours | 9 a.m. To 5 p.m. |
| SEC region | Atlanta Regional Office (ARO) |
| CIK | 1730909 |
| Discloses disciplinary history | Yes |
| Discretionary | $28.5M |
| Non-discretionary | $376.3M |
| Total (RAUM) | $404.8M |