SBM FINANCIAL, LLC
CRD #126754 SEC #801-62763 BETHESDA, MD 301-656-4200
SEC Registered
Total AUM
$32.9M
Discretionary
$32.9M
Employees
5
Clients
--
Accounts
2
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2011 | $26M | $26M | $0 | 5 | -- |
| Mar 2009 | $27.7M | $27.7M | $0 | 5 | -- |
| Mar 2008 | $35.4M | $35.4M | $0 | 5 | -- |
| Mar 2007 | $32.9M | $32.9M | $0 | 5 | -- |
| Jan 2006 | $31.9M | $31.9M | $0 | 10 | -- |
| Dec 2005 | $35.2M | $35.2M | $0 | 10 | -- |
| Jun 2005 | $35.2M | $35.2M | $0 | -- | -- |
| Feb 2005 | $35.2M | $35.2M | $0 | -- | -- |
| Aug 2004 | $40M | $40M | $0 | -- | -- |
DateApr 2011
Total AUM$26M
Discretionary$26M
Non-Disc.$0
Employees5
Clients--
DateMar 2009
Total AUM$27.7M
Discretionary$27.7M
Non-Disc.$0
Employees5
Clients--
DateMar 2008
Total AUM$35.4M
Discretionary$35.4M
Non-Disc.$0
Employees5
Clients--
DateMar 2007
Total AUM$32.9M
Discretionary$32.9M
Non-Disc.$0
Employees5
Clients--
DateJan 2006
Total AUM$31.9M
Discretionary$31.9M
Non-Disc.$0
Employees10
Clients--
DateDec 2005
Total AUM$35.2M
Discretionary$35.2M
Non-Disc.$0
Employees10
Clients--
DateJun 2005
Total AUM$35.2M
Discretionary$35.2M
Non-Disc.$0
Employees--
Clients--
DateFeb 2005
Total AUM$35.2M
Discretionary$35.2M
Non-Disc.$0
Employees--
Clients--
DateAug 2004
Total AUM$40M
Discretionary$40M
Non-Disc.$0
Employees--
Clients--