1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2S&F INVESTMENT ADVISORS

Map pinENCINO, CA
Phone310-481-9320
NotebookSEC #801-135603
Total AUM
$106.4M
Employees
2
Clients
172

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
16633 VENTURA BLVD.
540
ENCINO
CA 91436
United States
Operating Hours
8:00 AM TO 5:00 PM
Monday - Friday
Phone
310-481-9320

ReceiptFinancials

Total AUM
$106.4M
Accounts
263
Discretionary
$106.4M
Accounts
263
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

Individual Clients
110
AUM
$45.2M
HNW Individual Clients
4
AUM
$5.9M
Pooled Vehicle Clients
4
AUM
$3.1M
Pension/Profit Sharing Plan Clients
54
AUM
$52.2M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Individual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
CA

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account