S&f Investment Advisors

S&f Investment Advisors (CRD# 129367) is a financial advisory firm headquartered in Encino, CA. They manage $87,208,775 in 260 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
16633 Ventura Blvd., 540, Encino, CA 91436
By the Numbers
  • Total Assets Under Management
    87
    MILLION
  • Total Number of Accounts
    260
    ACCOUNTS
  • Average Account Value
    $335,418
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at S&f Investment Advisors
Showing 1 - 2 of 2 top financial advisors.
1
Roger Fox, financial advisor Encino CA
Roger B. Fox
CRD#: 2265404
16633 Ventura Blvd., #540, Encino, CA 91436

Roger Fox (CRD# 2265404) is an Investment Advisor Representative working at S&f Investment Advisors in Encino, CA and has 1 year of experience in the finance industry.

2
Amy Marshall, financial advisor Encino CA
Amy T. Marshall
CRD#: 6164288
16633 Ventura Blvd., #540, Encino, CA 91436

Amy Marshall (CRD# 6164288) is an Investment Advisor Representative working at S&f Investment Advisors in Encino, CA and has over 2 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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