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SBK Financial Logo
SBK Financial CB Rank
321362
Heat Score
59
SBK Financial is a wealth management advisory firm that provides financial planning, investment management, and tax strategy services.
Founded
obfuscation
Private Richmond, Virginia, United States11-50 www.sbkfinancial.com
Advice
Consulting
Financial Services
Wealth Management
Overview

SBK Financial
Heat Score
59

Growth Score
pts
in past quarter
Heat Score 59
-13 pts
in past quarter

Company Performance Metrics

Score
Trend
AI Content may contain mistakes and is not legal, financial or investment advice.Learn more.
Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
Learn More >
Recent Milestones
Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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See more interactive data and historical milestones on desktop for the best experience

About SBK Financial

CB Rank
321362
SBK Financial is a wealth management advisory firm that provides financial planning, investment management, and tax strategy services.
Founded
obfuscation
Private Richmond, Virginia, United States11-50 www.sbkfinancial.com
Advice
Consulting
Financial Services
Wealth Management

Key People

Details

Legal Name SBK Financial, Inc.
Operating Status Active
Company Type For Profit
Founders  Andrea Broughton, J. Kevin King
Phone Number +1 804 237-1700
Contact Email info@sbkfinancial.com
Diversity Spotlight 
Women Founded
Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Financial Planning
A service that creates customized financial plans tailored to individual or family goals, covering retirement, liquidity events, and wealth transfer.
Investment Management
A service providing disciplined investment portfolio management with asset allocation tailored to client risk tolerance and financial goals.

Unlock More with Crunchbase Pro
  • Full access to financial & funding data on unlimited profiles
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  • Track market signals on competitors, products, and R&D
  • Preview private company insights and predictions
Financials
Market Intelligence
People
View Profiles & Contacts
Headcount 11-50 Employee Profiles 2 Contacts 15

Employee Profiles

News
Technology
View Tech Report

IT Spend

$257.9KThis year, SBK Financial is projected to spend $257.9K on IT, according to Aberdeen.

Interest Signals

TopicSurge Score
Wellness Logo
Wellness
78
Endoscopy Logo
Endoscopy
76
Dynamic Negotiations Logo
Dynamic Negotiations
76

Active Website Tech Count

3SBK Financial is actively using 3 technologies for its website, according to BuiltWith. These include Common Crawl, CommonCrawl Top 10m, and  COVID-19.

Total IP

2SBK Financial has registered 2 trademarks with the most popular class being 'Advertising; business', according to IPqwery.
Sub-Organizations
Frequently Asked Questions

Where is SBK Financial's headquarters? SBK Financial is located in Richmond, Virginia, United States.Who are SBK Financial's competitors? Alternatives and possible competitors to SBK Financial may include Range, Facet, and  Harness Wealth.
Who We Are
What We Do
Helpful Links
AI Content may contain mistakes and is not legal, financial or investment advice. Learn more.
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