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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 $23,884,684,848 assets under management, offering retirement planning & investment advisory services to 165 clients. The firm is staffed with 55 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 124235 |
| SEC# | 801-61702 |
| Assets Managed by Firm | $23,884,684,848 |
| No. of Clients | 165 |
| No. of Advisors | 55 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
- Performance Based
Advisory Services Provided
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 165 | $23,884,684,848 |
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