Be advised. This firm is no longer registered.

Sawtelle Financial Management

Sawtelle Financial Management (CRD# 114928) is a financial advisory firm headquartered in San Antonio, TX. They manage $129,170,523 in 235 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    129
    MILLION
  • Total Number of Accounts
    235
    ACCOUNTS
  • Average Account Value
    $549,662
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AR, NE, TX

Financial Advisors at Sawtelle Financial Management
No Advisor Found.
Ready to hire a financial advisor? Get competitive proposals from multiple advisors.