S
$2.2M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
33 ADV. Clients
18 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail
- Platforms
- --
- Established Date
- 07-08-2008
- Office Locations
- 1
Office Locations
-- Tamarac FL
About SAB Group Financial, P.a
SAB Group Financial, P.a is a Tamarac-based RIA. The firm has been operating for 18 years. Managing $2.2M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and TD Ameritrade.
Team overview
-- AVG AGE
$2.2M AVG AUM / ADVISOR
$65.7K AVG AUM / CLIENT
18.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
18yrs Firm Age
Insights
Available
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Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
S
SCOT ARNOLD BENNETT
Owner, President
- CRD
- #3151998
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $2,169,000 | -- |
| Total | $2,169,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - OTC:
Available Derivatives:
Available Cash:
Available Municipal Bonds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - OTC | Available | Available |
| Derivatives | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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