Salim Reshwan, financial advisor Danville CA

Salim Reshwan

CRD Number: 2510499
Current Firm: Auxi Asset Management, LLC

Salim Reshwan (CRD# 2510499) is an Investment Advisor Representative working at Auxi Asset Management, LLC in Danville, CA and has over 28 years of experience in the finance industry.

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Company Name Location Dates Years
Auxi Asset Management, LLC San Francisco, CA Apr 2005 - Current 18
Mutual Securities, Inc. Camarillo, CA May 2012 - Dec 2020 8
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1995
S65 NASAA Investment Advisors Law Examination May 2006
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Salim Reshwan
Phone Number: 925-954-4557
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    93
    MILLIONS
  • Total Number of Accounts
    55
    ACCOUNTS
  • Average Account Value
    $1,681,818
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States

CA

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