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
6850 Austin Center Blvd., Suite 300, Austin, TX 78731
http://www.sali.com
By the Numbers
  • Total Assets Under Management
    18,775
    MILLION
  • Total Number of Accounts
    180
    ACCOUNTS
  • 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
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, WA

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

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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