A complete list of active advisors currently associated with SAB Group Financial, P.A

Warmer can help you find a great advisor at SAB Group Financial, P.A or one who fits your needs even better.

SAB Group Financial, P.A. is a Florida-registered investment adviser that provides portfolio management to individuals, retirement and pension plans, and trusts, generally investing client assets in domestic and international stocks, bonds, mutual funds and exchange‑traded funds. The firm also offers trustee and co‑trustee services and maintains client accounts through a third‑party custodian with advisory fees deducted from client accounts. The firm’s investment process relies heavily on third‑party investment newsletters for fundamental analysis, with technical analysis used to help time trades and position sizes typically limited to about 5% of an initial portfolio. Recommendations are often delivered by email and the adviser uses a mix of limited (non‑discretionary) and full discretionary authority—employing “no‑response” email execution and bunched trades to allocate transactions. A distinctive aspect of the practice is its affiliation with an accounting firm under common ownership, through which it provides accounting, tax and audit services in addition to investment advice. The combination of that accounting affiliation, the routine inclusion of personal and client orders in bunched trades, and the frequent use of partial/non‑discretionary execution practices differentiates its operating model from many peers.

To learn more about the advisors currently working at SAB Group Financial, P.A, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.