Matthew Aven, financial advisor Northbrook IL

Matthew Aven

CRD Number: 5462530
Current Firm: Sbb Research Group LLC

Matthew Aven (CRD# 5462530) is an Investment Advisor Representative working at Sbb Research Group LLC in Northbrook, IL and has over 12 years of experience in the finance industry.

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Company Name Location Dates Years
Sbb Research Group LLC Northbrook, IL Jan 2011 - Current 13
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jan 2012
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Matthew L. Aven
Phone Number: 847-656-1111
Registered State(s):
  • IL
By the Numbers
  • Total Assets Under Management
    2,094
    MILLIONS
  • Total Number of Accounts
    23
    ACCOUNTS
  • Average Account Value
    $91,024,981
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States

IL

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