Bemelda
Bragado
Sb Capital Management, Inc
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About this Advisor
Bemelda Bragado is a financial advisor working in Encino, California with a total of 8 years of industry experience. Bragado currently works for Sb Capital Management, Inc. Over the course of their career, Bragado has held roles at Sb Capital Management, Inc and Investment Operations Solutions, Inc. Bragado has a Series 65 license, certifying them as an investment advisor representative, and is registered to advise clients in California. Sb Capital Management, Inc is a registered investment firm operating out of Encino, CA. It handles $983 million in assets under management across its 1,315 client accounts, placing it among the bigger financial advisory firms in the nation by assets under management. The firm provides services to 12 charitable organizations. Of its 1,315 accounts, just 11% belong to high-net-worth individuals who have at least $1 million in investable assets. Sb Capital Management, Inc has a number of services, including 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. Financial advisory fee schedules largely are based on which services the firm provides the client. However, fee types billed by Sb Capital Management, Inc likely are comprised of asset-based, hourly, fixed, performance-based and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Sb Capital Management, Inc Brokerage Details
$982,749,135
6
1,315
$747,338
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
Bemelda has been registered as a financial advisor for 8 years.*
Sb Capital Management, Inc
Investment Operations Solutions, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
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
Encino, CA
Encino, CA
Encino, CA
Encino, CA
Encino, CA
Encino, CA
Encino, CA
Encino, CA
The content in this profile was updated by SmartAsset on 4/16/2023. 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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