DBA: S&F INVESTMENT ADVISORS
| Total AUM | $106.4M |
| Discretionary | $106.4M100% of AUM |
| Client Accounts | 263 |
| Avg Account Size | $404K |
| Employees | 2 |
| Peak AUM | $122.6MMar 2017 |
| AUM CAGR | +4.8% /yrover 22 yrs · 36 filings |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $106M | 0.0% | — | +7.6% | |
| Discretionary AUM | $106M | ||||
| Total AUM | $106.4M |
| Discretionary | $106.4M |
| Employees | 2 |
| Client Accounts | 263 |
Address
16633 VENTURA BLVD.
ENCINO CA 91436
Phone
310-481-9320
Filing History
36 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$106M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Total AUM
$106M
| 0.0% |
| — |
| +7.6% |
| Total Accounts | 263 | 0.0% | — | 3.7% |
| Avg Account Size | $404,442.586 | 0.0% | — | +11.7% |
| Employees | 2 | 0.0% | — | 0.0% |
| AUM / Employee | $53M | 0.0% | — | +7.6% |
Client AUM Segments | |||||
| Wealth AUM | $51M | 0.0% | — | +40.6% | |
| Institutional AUM | $52M | 0.0% | — | +9.4% | |
| Fund / Pooled AUM | $3M | 0.0% | — | — | |
Client Count Segments | |||||
| HNW Clients | 110 | 0.0% | — | +24.8% | |
| Institutional | 54 | 0.0% | — | 4.3% | |
| Pooled / Fund | 4 | 0.0% | — | — | |
| Individuals | 4 | 0.0% | — | 7.9% | |