WBB Securities, LLC

Overview

WBB Securities, LLC is an SEC-registered limited liability company that operates primarily as a broker-dealer and a registered representative of a broker-dealer. The firm provides portfolio management services for individuals, small businesses, and institutional/business clients, and it also performs selection-of-other-advisers functions for clients. It charges fees as a percentage of assets under management and is identified in regulatory filings as a capital allocator that places client capital with external managers. The firm is not positioned as an active ESG investor according to its profile. Its regulatory registration dates back to 2002 and ownership is listed as a mix of a domestic entity and an individual.

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Investments & Alternatives

Location & Offices