Sali Fund Services

Sali Fund Services (CRD# 124235) is a financial advisory firm headquartered in Austin, TX. They manage $6,186,380,140 in 103 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    6,186
    MILLION
  • Total Number of Accounts
    103
    ACCOUNTS
  • Average Account Value
    $60,061,943
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)
  • Selection of other advisers (including private fund managers)
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.

NY, TX

Financial Advisors at Sali Fund Services
Showing 1 - 1 of 1 top financial advisors.
1
Thomas A. Nieman
CRD#: 5062207
,
87
Wealthminder
score

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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