The Seb Group, Inc. (Kintnersville)


The Seb Group, Inc. is an adviser based in Kintnersville. It manages $36 million of regulatory assets for 23 client accounts. It has been registered with the SEC as an adviser since 2005.

The Seb Group provides financial planning services, portfolio management for individuals and small businesses, pension consulting services, and consulting services. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

The Seb Group: assets under management

The assets under management (AUM) of The Seb Group, Inc. is $36 million. The firm's AUM has gone down by -63% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $18.97 million in discretionary accounts and $17.03 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $2.11 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $1.22 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay The Seb Group, Inc. for their services and products based on a percentage of assets under management and hourly charges. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Kintnersville

The principal office where The Seb Group, Inc. performs its advisory services is located at 106 Chestnut Lane, Kintnersville, PA 18930 The mailing address of the firm is P.O. Box 218, Ferndale, PA 18921. An additional office of the firm is in N. Babylon, NY. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 610-346-1928 or by fax 610-991-2248. The normal business hours are 9:00a.m.-5:00p.m. on Monday - Friday.