Sali Fund Services
Sali Fund Services (CRD# 124235) is a financial advisory firm headquartered in Austin, TX. They manage $18,775,415,010 in 180 accounts and serve the financial needs of clients across 3 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management18,775MILLION
-
Total Number of Accounts180ACCOUNTS
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Average Account Value$104,307,861
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
Advisory Services Offered
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
NY, TX, WA
Financial Advisors at Sali Fund Services
1
Thomas Nieman (CRD# 5062207) is an Investment Advisor Representative working at Sali Fund Services in , and has 1 year of experience in the finance industry.
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