SITZMANN LAVIS WHITE, LLC

SLW RETIREMENT PLAN ADVISORS
LAFAYETTE, California·4 registered advisors·CRD# 146478
SEC# 801-69588925.282.2260
01

Firm Overview

AUM
—
Regulatory assets under management
Employees
8
Total firm employees
Advisors
4
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 PlanningInvestment Management
04

Advisors at SITZMANN LAVIS WHITE, LLC

4 registered advisors
Gary Russell Sitzmann
LAFAYETTE, California
Janet Jordan Powelson
LAFAYETTE, California
Matthew Mclain Sitzmann
LAFAYETTE, California
William Henry Lavis
LAFAYETTE, California
05

Office Locations

LAFAYETTE, California
4 advisors

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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.