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
S & L Financial Management
By the Numbers
-
Total Assets Under Management1MILLION
-
Total Number of Accounts4ACCOUNTS
-
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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA
Financial Advisors at S & L Financial Management
1
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.
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