SB ADVISORY, LLC
SEC Form ADV profile.
Total regulatory AUM
$1,101,429,871
Discretionary
$11,323,892
Non-discretionary
$1,090,105,979
Firm details
- CRD number
- 154680
- SEC file number
- 801-77380
- Main office
- ATLANTA, GA, United States
- Employees
- 35
- SEC status
- Approved
- Website
- https://pnwadvisory.com/
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.