Bemelda
Bragado

Sb Capital Management, Inc

CRD#2594567
Investment Advisor
in Encino, CA

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About this Advisor

Bemelda Bragado is a financial advisor based in Encino, California, working with Sb Capital Management, Inc. Bemelda has previously held positions at Sb Capital Management, Inc and Investment Operations Solutions, Inc. Bemelda has passed the Series 65 regulatory exam and is registered to provide services in California. Currently, Bemelda is part of Sb Capital Management, Inc, which operates out of Encino, California. The firm has 6 employees and manages assets totaling $1.1 billion. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, and selection of other advisers. The fee structure at Sb Capital Management, Inc includes asset-based, hourly, fixed, performance-based, and other fees.

Certifications and Registrations

Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Performance-based Fees, Others

Office Location

6345 Balboa Blvd., Building 4 Suite 375
Encino, CA 91316

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Sb Capital Management, Inc Brokerage Details

Total Assets Under Management

$1,094,221,923

CA Average: $7,578,581,321
Total Number of Employees

6

CA Average: 43
Total Number of Accounts

1,403

CA Average: 3,727
Average Account Size

$779,916

CA Average: $2,033,427

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers

Bemelda Bragado Work History

2014 - Present (10 years)

Sb Capital Management, Inc

2006 - 2014 (8 years)

Investment Operations Solutions, Inc

Disclosures

Please visit the SEC profile of Bemelda Bragado to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Sb Capital Management, Inc

Antonette Hayakawa
Encino, CA
Aplavya Gupta
Encino, CA
Amitha Harichandran
Encino, CA
Bemelda Bragado
Encino, CA
Stephanie Connor
Encino, CA
Richard Singer
Encino, CA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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