Sbc Investment Management, LLC

Sbc Investment Management, LLC (CRD# 308391) is a financial advisory firm headquartered in Scottsdale, AZ. They manage $62,745,509 in 67 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details

7272 East Indian School Road, Suite 540, Scottsdale, AZ 85251

https://www.sbcinvestmentmanagement.com/

By the Numbers

Total Assets Under Management

63

MILLION
Total Number of Accounts

67

ACCOUNTS
Average Account Value

$936,500

Compensation Options

A percentage of assets under your management
Fixed fees (other than subscription fees)

Advisory Services Offered

Financial planning services
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
Educational seminars/workshops

Types of Clients

Registered States

Registered Investment Advisor

The map below shows states where this firm has explicit registration only.

AZ, FL, IA, TX

Financial Advisors at Sbc Investment Management, LLC

Showing 1 - 1 of 1 top financial advisors.

Bryant E. Andrus

CRD#: 5054636

7272 East Indian School Road, Suite 540, Scottsdale, AZ 85251

Bryant Andrus (CRD# 5054636) is an Investment Advisor Representative working at Sbc Investment Management, LLC in Scottsdale, AZ and has over 16 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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