SAB Group Financial, P.A
RIASEC Registered
Total AUM
$2.2M
Discretionary
$0
0% of AUM
Avg account
$121K
Accounts
18
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 147008
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- Individuals64.87%
- HNWI35.13%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
SAB Group Financial, P.A. is a corporation owned by an individual that combines accounting services with portfolio management for individuals and small businesses. The firm’s client focus is individual and family accounts and it charges fees as a percentage of assets under management. According to the profile, the adviser does not present itself as an active ESG investor, is not a multi-state adviser, and does not act as a capital allocator or pension consultant.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Non-Exchange Traded Equities45%
- Derivatives31%
- Cash & Cash Equivalents22%
- State & Local Bonds2%
Contacts
1 of 1Scot Bennett
PresidentCRD 3151998
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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