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SITZMANN LAVIS WHITE, LLC
SITZMANN LAVIS WHITE, LLC
SLW RETIREMENT PLAN ADVISORS
LAFAYETTE, California
·
1 registered advisor
·
CRD# 146478
SEC# 801-69588
925.282.2260
01
Firm Overview
AUM
—
Regulatory assets under management
Employees
8
Total firm employees
Advisors
1
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
Commissions
03
Specialties
Financial Planning
Investment Management
04
Advisors at SITZMANN LAVIS WHITE, LLC
1 registered advisor
Gary Russell Sitzmann
LAFAYETTE, California
CRD# 700501
05
Office Locations
LAFAYETTE, California
1 advisor
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Data sourced from SEC Form ADV filings. SITZMANN LAVIS WHITE, LLC (CRD# 146478) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.