S
$6.0M Total AUM
$6.0M Disc. AUM
-- 3Y CAGR
1 Employees
51 ADV. Clients
3 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท LPL Financial
- Clients
- Retail
- Platforms
- Available
- Established Date
- 06-09-2023
- Office Locations
- 1
Office Locations
-- Santa Rosa CA
About SLR Advisors
SLR Advisors is a Santa Rosa, CA RIA providing asset management alongside financial planning, including tax planning and insurance. The firm focuses on entrepreneurs and other individuals, building ETF- and index-oriented portfolios complemented by fixed income, including municipal and U.S. government/agency bonds. Owner-led by President/CCO Steven James Lambert; custody includes Charles Schwab.
Team overview
-- AVG AGE
$6.0M AVG AUM / ADVISOR
$118.6K AVG AUM / CLIENT
3.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
3yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
S
STEVEN JAMES LAMBERT
Chief Compliance Officer, President
- CRD
- #4662696
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $6,050,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $6,050,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Municipal Bonds:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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