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Sawtelle Financial Management, LLC

Overview

Articles

Insights

There are no insights from this firm to display at this time.

Holdings

ETF Holdings

There is no ETF holding data from this firm to display at this time.

Assets

Assets

Last updated on Jan. 8, 2016
    • $163.6M
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 861
      Accounts
    • $190.0K
      Estimated Average Account Balance

Services

Firm Services

  • Pension Consulting

Firm Client types

Advisors

Current Advisors

# of advisors

2

name start date
Patricia Howard Byrum
July 2003
Roger Scott Sawtelle
September 2015
    There are no advisors from this firm to display at this time.

    Leadership

    Ownership

    There is no ownership data available to display at this time.

    Executives and Control Persons

    Name Title Tenure Date % Ownership
    Roger Scott Sawtelle Owner/Chief Compliance Officer July, 1996 75% or more
      Source: SEC

      Fees

      Types of Compensation Arrangements

      • Percentage Of Assets
      • Hourly Charges