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Home > Retirement Planners > california > los gatos > ASL FINANCIAL, LLC
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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