Brian Sly And Company, Inc.

Brian Sly And Company, Inc. (CRD# 111396) is a financial advisory firm headquartered in , . They manage $3,406,000 in 13 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    3
    MILLION
  • Total Number of Accounts
    13
    ACCOUNTS
  • Average Account Value
    $262,000
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Brian Sly And Company, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Brian N. Sly
CRD#: 1198770
Meadow Vista, CA
18
Wealthminder
score

Brian Sly (CRD# 1198770) is an Investment Advisor Representative working at Brian Sly And Company, Inc. in Meadow Vista, CA and has over 33 years of experience in the finance industry.

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