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SKB ADVISORY, LLC
CRD 304778
1035 DAIRY ASHFORD RD, SUITE 315, HOUSTON, TX, 77079, United States
Phone
832-328-0874
Fax
713-422-2495
Registration
— (—)
Source
State registered
Total AUM
$2.1M
Discretionary AUM
$981K
Team
1 total employees; 1 advisory reps; 9 broker-dealer reps
Clients
—
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-04-02
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (institutions)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 9 | $878K |
| Pension/profit sharing plans | 11 | $1.2M |
Official SEC filing: View on IAPD