A
$186.7M Total AUM
$178.9M Disc. AUM
-- 3Y CAGR
1 Employees
220 ADV. Clients
24 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Pershing
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 04-05-2002
- Office Locations
- 1
Office Locations
987 University Avenue Suite 8 LOS Gatos CA
About ASL Financial, LLC
ASL Financial, LLC is a LOS Gatos-based RIA. The firm has been operating for 24 years. Managing $186.7M in total assets under management, with 1 advisory representatives. They custody assets with Pershing.
Team overview
-- AVG AGE
$186.7M AVG AUM / ADVISOR
$848.7K AVG AUM / CLIENT
24.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
24yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Owner & Executives
RENEE MAURINE SNOW
Chief Compliance Officer, Managing Member
- CRD
- #2565833
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $178,943,028 | $956,915 |
| Non-Discretionary | $7,765,235 | $2,588,412 |
| Total | $186,708,263 | $982,675 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Corporate - Investment Grade:
Available U.S. Government/Agency:
Available Cash:
Available Municipal Bonds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
Continue browsing