SBSB Financial Advisors

Financial Services • Vienna, Virginia, United States • 11-20 Employees

Company overview

Headquarters	8444 Westpark Dr., Suite 610, McLean, VA 22102, US
Phone number	+17037349300
Website	sbsbllc.com
NAICS	52
SIC	628
Keywords	Wealth Management, Fiduciary Services, Portfolio Management, Financial Planning, Tax Planning And Preparation
Employees	11-20
Socials

Key Contacts at SBSB Financial Advisors

Dave Merrill

Director | Tax Advisor

Jim Bruyette

Principal/Co-Founder

SBSB Financial Advisors Email Formats

SBSB Financial Advisors uses 1 email format. The most common is {first initial}.{last name} (e.g., j.doe@sbsbllc.com), used 100% of the time.

Format	Example	Percentage
{first initial}.{last name}	j.doe@sbsbllc.com	100%

About SBSB Financial Advisors

SBSB Financial Advisors is an SEC-registered investment advisor located in McLean, Virginia. SBSB provides holistic financial planning and wealth advisory services to affluent individuals and families throughout the United States. We pair a customized approach to creating integrated financial strategies with a strong commitment to client service. Our team of skilled professionals has been helping our clients make smart financial decisions since 1991. To view our current career opportunities visit - https://sbsbllc.catsone.com/careers

SBSB Financial Advisors revenue & valuation

Annual revenue	$3,000,000
Revenue per employee	$177,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$9,600,000
Total funding	No funding

Employees by Management Level

Total employees: 11-20

Seniority

Employees

Entry

Director

Founder/Owner

Employees by Department

SBSB Financial Advisors has 2 employees across 2 departments.

Departments

Number of employees

Funding Data

SBSB Financial Advisors has never raised funding before.

SBSB Financial Advisors Tech Stack

Discover the technologies and tools that power SBSB Financial Advisors's digital infrastructure, from frameworks to analytics platforms.

Cloudflare

CDN

Frequently asked questions

SBSB Financial Advisors is located in Vienna, Virginia, US.

You can reach SBSB Financial Advisors at +17037349300.

SBSB Financial Advisors has approximately 11-20 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contacts at SBSB Financial Advisors

Dave Merrill

Director | Tax Advisor

Jim Bruyette

Principal/Co-Founder

4.8

40,000 users