Sawtelle Financial Management, LLC

Sawtelle Financial Management, LLC (CRD# 114928) is a financial advisory firm headquartered in San Antonio, TX. They manage $147,687,552 in 803 accounts and serve the financial needs of clients across 6 states (or territories).

By the Numbers
  • Total Assets Under Management
    148
    MILLION
  • Total Number of Accounts
    803
    ACCOUNTS
  • Average Account Value
    $183,920
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
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.

AR, KY, LA, NE, NH, TX

Financial Advisors at Sawtelle Financial Management, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Patricia H. Byrum
CRD#: 2312344
Austin, TX
93
Wealthminder
score

Patricia Byrum (CRD# 2312344) is an Investment Advisor Representative working at Sawtelle Financial Management, LLC in Austin, TX and has over 23 years of experience in the finance industry.

2
Roger S. Sawtelle
CRD#: 806933
1250 Ne Loop 410, Suite 350, San Antonio, TX 78209
86
Wealthminder
score

Roger Sawtelle (CRD# 806933) is an Investment Advisor Representative working at Sawtelle Financial Management, LLC in San Antonio, TX and has over 28 years of experience in the finance industry.

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