Overview
Assets Under Management: $125 million
Headquarters: SAN ANTONIO, TX
High-Net-Worth Clients: 51
Average Client Assets: $1.1 million
Frequently Asked Questions
SAWTELLE FINANCIAL MANAGEMENT is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #114928), SAWTELLE FINANCIAL MANAGEMENT is subject to fiduciary duty under federal law.
SAWTELLE FINANCIAL MANAGEMENT is headquartered in SAN ANTONIO, TX.
SAWTELLE FINANCIAL MANAGEMENT serves 51 high-net-worth clients according to their SEC filing dated March 16, 2018. View client details ↓
According to their SEC Form ADV, SAWTELLE FINANCIAL MANAGEMENT offers portfolio management for individuals and pension consulting services. View all service details ↓
SAWTELLE FINANCIAL MANAGEMENT manages $125 million in client assets according to their SEC filing dated March 16, 2018.
According to their SEC Form ADV, SAWTELLE FINANCIAL MANAGEMENT serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 51
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 43.10%
Average Client Assets: $1.1 million
Total Client Accounts: 687
Discretionary Accounts: 687
Regulatory Filings
CRD Number: 114928
Filing ID: 1164023
Last Filing Date: 2018-03-16 12:16:00