S
$1.1B Total AUM
$11.3M Disc. AUM
60.4% 3Y CAGR
35 Employees
2,744 ADV. Clients
15 yrs Firm Age
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- Custodian
- Assetmark · Axos · RBC · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 09-21-2010
- Office Locations
- 33
Office Locations
1 Ionia Ave. SW, Suite 300 Grand Rapids MI
10643 Kettering Drive Suite 114 Charlotte NC
1184 Fischer Blvd Suite 1-D Toms River NJ
About SB Advisory, LLC
SB Advisors is a boutique firm led by William Shutzer and Mayer Bick, bringing 70 years of combined experience in strategic financial advisory and valuation work. The team supports a small group of family-owned and other private companies across diverse industries, partnering directly with management to deliver straightforward advice and comprehensive valuations.
Team overview
58 AVG AGE
$36.7M AVG AUM / ADVISOR
$401.4K AVG AUM / CLIENT
2.7 yrs AVG TENURE
35 Employees
30 Advisory Reps
34 RIA Reps
15yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Owner & Executives
P
PETER BOTERO
Chief Compliance Officer
- CRD
- #2809436
- Ownership
- Less than 5%
Available
Available
Available
A
ALEXYS ULANDO MCKENZIE
Chief Executive Officer
- CRD
- #2642827
- Ownership
- Less than 5%
Available
Available
Available
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steven aibel
--
- CRD
- #2692818
Available
Available
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S
SCOTT RYAN BABBITT
--
- CRD
- #4057681
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Available
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Showing 2 of 35 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $11,323,892 | $106,829 |
| Non-Discretionary | $1,090,105,979 | $1,303,955 |
| Total | $1,101,429,871 | $1,169,246 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Municipal Bonds:
Available U.S. Government/Agency:
Available Public Funds:
Available Cash:
Available Corporate - Investment Grade:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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