S & L Financial Management

S & L Financial Management (CRD# 318996) is a financial advisory firm headquartered in , . They manage $709,675 in 4 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
https://www.facebook.com/saltandlightfinancialmanagement/
By the Numbers
  • Total Assets Under Management
    1
    MILLION
  • Total Number of Accounts
    4
    ACCOUNTS
  • Average Account Value
    $177,419
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at S & L Financial Management
Showing 1 - 1 of 1 top financial advisors.
1
Shahab Tabatabai, financial advisor Pomona CA
Shahab P. Tabatabai
CRD#: 5811507
Pomona, CA

Shahab Tabatabai (CRD# 5811507) is an Investment Advisor Representative working at S & L Financial Management in Pomona, CA and has over 13 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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