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| SSB Wealth Management Inc
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|
|---|---|
| CRD # | 306510 |
| SEC # | 801-117848 |
| CIK # | |
| AUM | $1.7 BB (2023-03-23) |
| Employees | 15 (80% Investors, 0% Brokers) |
| Phone | 703-821-6655 |
| Address | 7647 Leesburg Pike Falls Church, VA 22043 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($BB) |
|---|
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 632 | 0.3 |
| (b) Individuals (high net worth individuals) | 514 | 1.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 1 | 0.0 |
| (h) Charitable organizations | 10 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 4,047 | 1.7 |
| By Discretionary | ||
| Discretionary | 1,353 | 0.4 |
| Non-Discretionary | 2,694 | 1.3 |
| Total | 4,047 | 1.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1.7 | |
| Total | 4,047 | 1.7 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Phillips Financial Management LLC
✚
|
IN | 1.7 |
|
Hilltop Securities Inc
✚
|
TX | 1.7 |
|
Fintrust Capital Advisors LLC
✚
|
SC | 1.7 |
|
Educator's Financial Services Inc
✚
|
MN | 1.7 |
|
C2P Capital Advisory Group LLC
✚
|
OH | 1.7 |
|
Creative Financial Designs Inc
✚
|
IN | 1.7 |
|
CFO4Life Group LLC
✚
|
TX | 1.7 |
|
The Forum Finance Group Sa
✚
|
1.7 | |
|
Stack Financial Management Inc
✚
|
MT | 1.7 |
|
Sather Financial Group Inc
✚
|
TX | 1.7 |