Brian Sly And Company

Brian Sly And Company (CRD# 111396) is a financial advisory firm headquartered in , . They manage $1,773,777 in 8 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
http://www.briansly.com
By the Numbers
  • Total Assets Under Management
    2
    MILLION
  • Total Number of Accounts
    8
    ACCOUNTS
  • Average Account Value
    $221,722
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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA

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

Brian Sly (CRD# 1198770) is an Investment Advisor Representative working at Brian Sly And Company in Meadow Vista, CA and has over 40 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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