SBC Wealth Management

EST. AUM
$1,008,166,692

CONTACTS
3

CLIENT ACCOUNTS
3,047

Firm Details

Metro area Indianapolis
CRD Number 122433
Website ceritypartners.com
Client types

Overview

SBC Wealth Management is a $1B advisor team now part of Cerity Partners based in Indianapolis. SBC was previously its own RIA before joining Cerity Partners in October of 2024. Andrew Fairman is the CIO for the team.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

SBC Wealth Management

Platform Details

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