Sawtelle Financial Management
Sawtelle Financial Management (CRD# 114928) is a financial advisory firm headquartered in San Antonio, TX. They manage $119,183,670 in 698 accounts and serve the financial needs of clients across 5 states (or territories).
Total Assets Under Management119MILLION
Total Number of Accounts698ACCOUNTS
Average Account Value$170,750
- A percentage of assets under your management
- Hourly charges
- Portfolio management for individuals and/or small businesses
- Pension consulting services
AR, LA, NE, NH, TX
Patricia Byrum (CRD# 2312344) is an Investment Advisor Representative working at Sawtelle Financial Management in Austin, TX and has over 25 years of experience in the finance industry.
Roger Sawtelle (CRD# 806933) is an Investment Advisor Representative working at Sawtelle Financial Management in San Antonio, TX and has over 30 years of experience in the finance industry.