Ssb Managed Wealth, LLC

Ssb Managed Wealth, LLC (CRD# 305976) is a financial advisory firm headquartered in Canfield, OH. They manage $18,581,852 in 41 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
196 North Broad Street, Canfield, OH 44406
https://www.ssb-cpa.com
By the Numbers
  • Total Assets Under Management
    19
    MILLION
  • Total Number of Accounts
    41
    ACCOUNTS
  • Average Account Value
    $453,216
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

OH

Financial Advisors at Ssb Managed Wealth, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Samuel Fries, financial advisor Canfield OH
Samuel D. Fries
CRD#: 7198936
196 North Broad Street, Canfield, OH 44406

Samuel Fries (CRD# 7198936) is an Investment Advisor Representative working at Ssb Managed Wealth, LLC in Canfield, OH and has 1 year 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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