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- Custodian
- Merrill Lynch · Prudential · SEI
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-09-1995
- Office Locations
- 1
Office Locations
About Brian SLY AND Company
Brian Sly and Company is an independent RIA in Meadow Vista, CA providing investment management advice for retail clients in publicly traded stocks and bonds. Portfolios are customized to client objectives and risk tolerance, often implemented with ETFs alongside diversified fixed income. The firm emphasizes a disciplined, evidence-based approach grounded in Nobel Prize-winning economic research and modern portfolio design.
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Owner & Executives
BRIAN NELSON SLY
Investment Advisor, Owner, President
- CRD
- #1198770
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $1,973,220 | -- |
| Total | $1,973,220 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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