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- Custodian
- Interactive Brokers
- Clients
- Retail
- Platforms
- Available
- Established Date
- 04-08-2022
- Office Locations
- 1
Office Locations
About S & L Financial Management
S & L Financial Management provides faith-informed financial planning, one-on-one financial coaching, and discretionary portfolio management via separately managed accounts. The firm supports retail clients, including business owners, and emphasizes tailored road maps aligned to each client’s circumstances, with an orientation toward socially responsible investing. Custodies through Interactive Brokers.
Team overview
Insights
Accredited Investors
Asset Classes
Client Personas
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
SHAHAB PARRILLA TABATABAI
Chief Compliance Officer, Investment Advisor, MANAGING DIRECTOR, Money Manager
- CRD
- #5811507
- Ownership
- 75% or more
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Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $526,897 | -- |
| Non-Discretionary | $0 | -- |
| Total | $526,897 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - OTC | Available | Available |
| Cash | Available | Available |
| Derivatives | Available | Available |
| Total | Available | Available |
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