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Building 2S&F INVESTMENT ADVISORS

Map pinENCINO, CA
Phone310-481-9320
NotebookSEC #801-62743
Total AUM
$74.2M
Employees
2
Clients
313

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
$74.2M
Accounts
316
Discretionary
$74.2M
Accounts
316
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
37
AUM
$3.3M
HNW Individual Clients
6
AUM
$6.2M
Pension/Profit Sharing Plan Clients
67
AUM
$33.5M
Corporation or Business Clients
1
AUM
$1.1K
Other Clients
202
AUM
$31.1M
Description of Other Clients
PARTNERSHIPS, RETIERMENT PLANS, TRUSTS, UTMA

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
CA

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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