SBC WEALTH MANAGEMENT
  • SBC WEALTH MANAGEMENT
  • STRATEGIC BENEFIT CONSULTANTS, INC.
  • STRATEGIC BENEFIT CONSULTANTS,

Adviser Profile

As of Date 11/28/2024
Registration status Terminated
ADV Location INDIANAPOLIS, IN, United States
Contact Info 317 xxxxxxx
Websites
AUM* 1,008,166,692 15%
of that, discretionary 1,005,057,879 15%
Number of Employees 14 -22%
of those in investment advisory functions 7 -22%
Private Fund GAV* 0
Avg Account Size 330,872 12%
% High Net Worth 44.13% 1%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Insurance companies

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses

Compensation Arrangments

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

Reported AUM

1B 863M 719M 575M 431M 288M 144M
2016 2017 2018 2019 2020 2021 2022 2023 2024
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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Brochure Summary