|Sawtelle Financial Management is a RIA based in San Antonio, TX with $138M in AUM and with 3 advisors nationwide. Roger Scott Sawtelle is the majority owner of the firm and has been in this role with the firm since 1996.|
|Patricia Howard Byrum||Jul 2003|
|Roger Scott Sawtelle||Jul 1996|
|Travis John Sawtelle Mr.||Dec 2012|
*Average Account Balance is the total AUM of the firm divided by the number of accounts listed on the SEC ADV filing. This calculation is an estimate.
- Roger Scott Sawtelle (75% or more)
*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.
|Roger Scott Sawtelle||Owner/Chief Compliance Officer||07/01/1996|
No firm affiliates listed.
1250 NE Loop 410
San Antonio , TX 78209
Types of Compensation Arrangements
- Percentage of Assets
- Hourly Charges