← Back to searchVisit website
SBC INVESTMENT MANAGEMENT, LLC
CRD 308391
7272 EAST INDIAN SCHOOL ROAD, SUITE 540, SCOTTSDALE, AZ, 85251, United States
Phone
602 641 5996
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$75.7M
Discretionary AUM
$64.3M
Team
3 total employees; 2 advisory reps
Clients
1-10
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)Portfolio management (institutions)Educational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 4 | $270K |
| High net worth individuals | 15 | $75.5M |
All web addresses on file
Official SEC filing: View on IAPD