Bryan
Abbott
S.B. Value Partners, L.P
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About this Advisor
Bryan Abbott is a financial advisor operating in San Antonio, Texas with a total of 6 years of relevant experience. Abbott works at S.B. Value Partners, L.P. During their career, Abbott has held roles at Driver Management Company, Sb Value Partners, Lp, Investment Professionals, Inc and Broadway Brokerage Services, Inc. Abbott has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is approved to work in Texas. S.B. Value Partners, L.P is an advisory firm that has its headquarters in San Antonio, TX. The company has offices in six locations and a total of 14 advisors. It manages $4 billion in assets across its 114 client accounts, making it one of the biggest financial advisory firms in the nation by assets under management. Of its 114 customer accounts, just 10% belong to high-net-worth clients who have at least $1 million in investable assets. The advisory firm offers a set of services, including portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles and portfolio management for institutional clients. Financial management fee schedules depend on which services are provided. Fees charged by S.B. Value Partners, L.P most likely include any blend of asset-based, fixed, performance-based and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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S.B. Value Partners, L.P Brokerage Details
$3,873,391,579
14
114
$33,977,119
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
Bryan Abbott Work History
Bryan has been registered as a financial advisor for 6 years.*
Driver Management Company
Sb Value Partners, Lp
Broadway Brokerage Services, Inc
Investment Professionals, 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 Bryan Abbott to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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