Who We Serve

SBH provides portfolio management to a diverse, national and growing client base, including:

  • National & Regional Brokerage Firms
  • Single & Multi Family Offices
  • Insurance Companies
  • Independent Broker Dealers
  • Registered Investment Advisors
  • Registered Investment Companies
  • Turn-Key Asset Management Platforms

*Data as of September 30, 2019. To provide transparency into the firm’s Model UMA assets, SBH is renaming AUM (Assets Under Management) to AUM/AUA (Assets Under Advisement) and providing Model UMA assets quarterly, starting with 2Q19.  Model UMA ­assets of $468 million are included in the AUA portion of the AUM/AUA total as of September 30, 2019.