Slr Advisors

Slr Advisors (CRD# 325660) is a financial advisory firm headquartered in , . They manage $16,500,000 in 88 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
https://twitter.com/slrfinancial
By the Numbers
  • Total Assets Under Management
    17
    MILLION
  • Total Number of Accounts
    88
    ACCOUNTS
  • Average Account Value
    $187,500
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Slr Advisors
Showing 1 - 1 of 1 top financial advisors.
1
Steven Lambert, financial advisor Santa Rosa CA
Steven J. Lambert
CRD#: 4662696
Santa Rosa, CA

Steven Lambert (CRD# 4662696) is an Investment Advisor Representative working at Slr Advisors in Santa Rosa, CA and has over 20 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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