Sign in Sign up for free

Sbz Select Investments, LLC (Lake Success)


Sbz Select Investments, LLC is a large advisory firm based in Lake Success. It manages $77.76 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2007.

Sbz Select Investments provides market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Sbz Select Investments: assets under management

The assets under management (AUM) of Sbz Select Investments, LLC is $77.76 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.


The firm manages $77.76 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $77.76 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Sbz Select Investments, LLC for their services and products based on performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Lake Success

The principal office where Sbz Select Investments, LLC performs its advisory services is located at 1 Hollow Lane, Suite 304, Lake Success, NY 11042, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 516-869-6797 or by fax 516-869-6750. The normal business hours are 8:00 am -6:30 pm on Monday - Friday.


Registered investment advisers similar to Sbz Select Investments, LLC