SKB Advisory, LLC
Firm details
- Headquarters
- Houston, Texas
- CRD number
- 304778
- Website
- houstontaxservice.net
- Fee structure
- Percentage of AUM
- Client types
- Pension & Profit Sharing Plans58.63%
- Individuals41.37%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting
Firm profile
FINTRXOverview
SKB Advisory, LLC is a small, fee-based registered adviser organized as an LLC that combines accounting practice activity with investment advisory services. The firm bills on a percentage-of-AUM basis and serves both individual/family clients and institutional or business clients. Its advisory services include portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and pension consulting. SKB does not identify as an active ESG investor and is not a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities85%
- US Government Bonds5%
- State & Local Bonds5%
- Investment Grade Corp Bonds5%
Contacts
1 of 1
Sean Butler
Director, OwnerCRD 6955587
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Houston, TX
Harris
Location
Houston, TX
Headquartered in Houston, TX, anchoring the Houston-The Woodlands, TX metro in the South.
- Metro area
- Houston-The Woodlands, TX
- Region
- South
- County
- Harris
- Address
- 1035 Dairy Ashford Rd
- Time zone
- CT (UTC-6)
- Office locations
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