ASL FINANCIAL, LLC

987 University Avenue
Suite 8
Los Gatos, California 95032
Tel: 408.283.7256

About ASL FINANCIAL, LLC

ASL FINANCIAL, LLC, formally registered with the SEC as ASL FINANCIAL, LLC. The firm was established in 05/13/2021. They have over 1 offices throughout the country.

ASL FINANCIAL, LLC is a Los Gatos, California based Financial Planning firm with nearly $162,513,443 assets under management, offering retirement planning & investment advisory services to 309 clients. The firm is staffed with 1 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	115479
SEC#	801-121203
Assets Managed by Firm	$162,513,443
No. of Clients	309
No. of Advisors	1

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Other (CONSULTING)

Firm Client Information

	No. of Clients	AUM
Firm Total	309	$162,513,443
Individuals (other than high net worth individuals)	42	$12,579,918
High net worth individuals	105	$121,987,956
Pension and profit sharing plans	13	$27,945,569

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