| Sawtelle Financial Management is a RIA based in San Antonio, TX with 2 advisors nationwide. Sawtelle, Roger, Scott is the majority owner of the firm and has been in this role with the firm since 1996. |
| Name | Start Date |
|---|---|
| Patricia Howard Byrum | Jul 2003 |
| Sawtelle, Roger, Scott | Jul 1996 |
*The pie chart is not drawn to scale and is simply included to make the data visually understandable. The ownership is from the firm's or advisor's Form ADV. Executives with less than 5% share may not own any of the firm. Please see the Form ADV for complete disclosure.
| Name | Title | Tenure Date |
|---|---|---|
| Sawtelle, Roger, Scott | Owner/Chief Compliance Officer | 07/01/1996 |
No firm affiliates listed.
| Address: |
1250 NE Loop 410 San Antonio , TX 78209 |
|---|---|
| Phone Number: | 210-822-5252 |
No compensation arrangements listed.
| Type: | Investment Adviser Firm |
| HQ: | San Antonio, TX |
| Employees: | About 3 |
| Total Assets: | No Information |
| Website: | No Information |
| Individuals |
No professional designations listed.
No membership associations listed.
No services listed.
