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Shawna Leigh Nale

SAFS, LLC·LEMOYNE, Pennsylvania
Unclaimed Profile
1035 MUMMA ROAD, LEMOYNE, PA 17043CRD# 6593131Firm CRD# 144405
01

About

Shawna Leigh Nale is a registered financial advisor based in LEMOYNE, Pennsylvania, affiliated with SAFS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Individuals
03

Firm Overview

Firm
SAFS, LLC
SNAVELY ASSOCIATES FINANCIAL SERVICES
AUM
$128M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at SAFS, LLC →
Services
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 6593131
Firm CRD# 144405
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Shawna Leigh Nale offer?
Shawna Leigh Nale specializes in Investment Management, Fee-Only Advisory. Contact their office in LEMOYNE, Pennsylvania for a consultation.
What are Shawna Leigh Nale's credentials?
Shawna Leigh Nale is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Shawna Leigh Nale located?
Shawna Leigh Nale is based in LEMOYNE, Pennsylvania, working with SAFS, LLC. Their office serves clients in the LEMOYNE metropolitan area and surrounding communities.
How does Shawna Leigh Nale charge for services?
Shawna Leigh Nale's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SAFS, LLC?
SAFS, LLC has approximately 2 employees and manages $128M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in LEMOYNE
Jeffrey N Yoffe — YOFFE INVESTMENT MANAGEMENT, LLCAri Pinchas Huberman — INVARIANT INVESTMENT MANAGEMENT LLCJack Emerson Snavely — SAFS, LLC
Nearby cities in Pennsylvania
PHILADELPHIA (568)PITTSBURGH (541)RADNOR (221)WAYNE (201)CONSHOHOCKEN (146)
City Guides
PHILADELPHIA GuidePITTSBURGH GuideRADNOR GuideWAYNE GuideCONSHOHOCKEN Guide
Research
Advisor Fees in PennsylvaniaNational Fee Analysis
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