Sabrient Systems, LLC is an internet adviser based in Santa Barbara. It manages $5.24 million of regulatory assets for 2 client accounts. It has been registered with the SEC as an adviser since 2014 and has operated in the jurisdictions of Arizona, California, Florida, and Texas.
Sabrient Systems provides portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, publication of newsletters, security ratings or pricing services, and we build portfolios for clients' uits; provide eqr overlay for client's etf; build indices tracked by 3rd party etfs. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Sabrient Systems, LLC is $5.24 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 17% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Sabrient Systems, LLC for their services and products based on a percentage of assets under management and subscription fees. Subscribers pay a regular fee for the advisory firm’s newsletter or periodical. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The only and largest group of clients of Carolyn Sue Brown is individuals with 22 clients and $0 of assets under management. Among the 1 most similar advisory firms, Sabrient Systems has the 0th lowest percentage of individuals out of all clients.
4% of the firm’s clients are foreign persons or businesses.
Sabrient Systems doesn't advise any private funds.
The company employs 16 people that are either part- or full-time employees. 56 percent of the employees work as investment advisers or researchers. 2 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Carolyn Sue Brown has been acting as President since 1 Dec 2000. Jeffrey Daryl Brown joined the executive team most recently as the Director.
The principal office where Sabrient Systems, LLC performs its advisory services is located at 350 South Hope Avenue, Santa Barbara, CA 93105, which is also the mailing address of the firm. An additional office of the firm is in Phoenix, AZ. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 805-730-7777 or by fax 805-464-3207. The normal business hours are 8:30 am - 5:30 pm on Monday - Friday. You can find more information about the New York firm at sabrientsystems.com.