S
$106.4M Total AUM
$106.4M Disc. AUM
-- 3Y CAGR
2 Employees
172 ADV. Clients
33 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 12-11-1992
- Office Locations
- 1
Office Locations
16633 Ventura Blvd., #540 Encino CA
About S&f Investment Advisors
S&f Investment Advisors is a Encino-based RIA. The firm has been operating for 33 years. Managing $106.4M in total assets under management, with 1 advisory representatives. They custody assets with Fidelity/NFS.
Team overview
-- AVG AGE
$106.4M AVG AUM / ADVISOR
$618.4K AVG AUM / CLIENT
19.1 yrs AVG TENURE
2 Employees
1 Advisory Reps
2 RIA Reps
33yrs Firm Age
Insights
Available
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Asset Classes
Available
Client Personas
Available
Investment Vehicles
Available
Services
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Owner & Executives
ROGER B FOX
Chief Compliance Officer, Financial Advisor, President, Senior Vice President
- CRD
- #2265404
- Ownership
- 75% or more
Available
Available
Available
A
AMY Theresa MARSHALL
COMPLIANCE OFFICER, OPERATIONS MANAGER, Vice President
- CRD
- #6164288
- Ownership
- Less than 5%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $106,368,400 | $404,443 |
| Non-Discretionary | $0 | -- |
| Total | $106,368,400 | $404,443 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Cash:
Available Equity - OTC:
Available Corporate - Investment Grade:
Available Other:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - OTC | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
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