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SRB CORPORATION
CRD 161163 · SEC 801-73734
695 ATLANTIC AVENUE, BOSTON, MA, 02111-2623, United States
Phone
857-205-1697
Fax
877-576-2419
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$4.82B
Discretionary AUM
$4.82B
Team
4 total employees; 2 advisory reps; 22 broker-dealer reps
Clients
—
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-03-30
Disciplinary history
No
Services
PORTFOLIO MANAGEMENT FOR PROPERTY & CASUALTY INSURANCE COMPANIES AND RELATED COMPANIES
Client types
| Type | Clients | AUM |
|---|---|---|
| Insurance companies | 20 | $4.59B |
States served
MA
Official SEC filing: View on IAPD