Slr Asset Management

Slr Asset Management (CRD# 167652) is a financial advisory firm headquartered in Novato, CA. They manage $76,000,000 in 841 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    76
    MILLION
  • Total Number of Accounts
    841
    ACCOUNTS
  • Average Account Value
    $90,369
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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
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.

CA

Financial Advisors at Slr Asset Management
Showing 1 - 4 of 4 top financial advisors.
1
Brian C. Monske
CRD#: 4592318
7655 Redwood Blvd, Suite G, Novato, CA 94945
93
Wealthminder
score

Brian Monske (CRD# 4592318) is an Investment Advisor Representative working at Slr Asset Management in Novato, CA and has over 11 years of experience in the finance industry.

2
Steven J. Lambert
CRD#: 4662696
7655 Redwood Blvd, Suite G, Novato, CA 94945
83
Wealthminder
score

Steven Lambert (CRD# 4662696) is an Investment Advisor Representative working at Slr Asset Management in Novato, CA and has over 13 years of experience in the finance industry.

3
Ernest D. Renner
CRD#: 4634264
7655 Redwood Blvd, Suite G, Novato, CA 94945
83
Wealthminder
score

Ernest Renner (CRD# 4634264) is an Investment Advisor Representative working at Slr Asset Management in Novato, CA and has over 13 years of experience in the finance industry.

4
Bradley J. Scott
CRD#: 4048587
7655 Redwood Blvd, Suite G, Novato, CA 94945
83
Wealthminder
score

Bradley Scott (CRD# 4048587) is an Investment Advisor Representative working at Slr Asset Management in Novato, CA and has over 16 years of experience in the finance industry.

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