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SALI FUND SERVICES
6850 Austin Center Blvd.
Suite 300
Austin, Texas 78731
Tel: 512-735-7254
About SALI FUND SERVICES
SALI FUND SERVICES, formally registered with the SEC as SALI FUND SERVICES. The firm was established in 01/09/2003. They have over 1 offices throughout the country.
SALI FUND SERVICES is a Austin, Texas based Financial Planning firm with nearly $18,775,415,010 assets under management, offering retirement planning & investment advisory services to 180 clients. The firm is staffed with 53 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
| Firm CRD# | 124235 |
| SEC# | 801-61702 |
| Assets Managed by Firm | $18,775,415,010 |
| No. of Clients | 180 |
| No. of Advisors | 53 |
Fee Structure
- A Percentage of AUM
- Hourly charges
- Fixed Fees
- Performance Based
Advisory Services Provided
- Portfolio Management for pooled Investment
- Portfolio Management for Business
- Selection of Other Advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 180 | $18,775,415,010 |
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