Overview
Assets Under Management: $97 million
Headquarters: LOS ANGELES, CA
High-Net-Worth Clients: 157
Average Client Assets: $0.5 million
Frequently Asked Questions
S&F INVESTMENT ADVISORS 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 #129367), S&F INVESTMENT ADVISORS is subject to fiduciary duty under federal law.
S&F INVESTMENT ADVISORS is headquartered in LOS ANGELES, CA.
S&F INVESTMENT ADVISORS serves 157 high-net-worth clients according to their SEC filing dated March 23, 2018. View client details ↓
According to their SEC Form ADV, S&F INVESTMENT ADVISORS offers portfolio management for individuals. View all service details ↓
S&F INVESTMENT ADVISORS manages $97 million in client assets according to their SEC filing dated March 23, 2018.
According to their SEC Form ADV, S&F INVESTMENT ADVISORS serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 157
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 73.23%
Average Client Assets: $0.5 million
Total Client Accounts: 386
Discretionary Accounts: 386
Regulatory Filings
CRD Number: 129367
Filing ID: 1192574
Last Filing Date: 2018-03-23 16:22:00