A Registered Investment Advisor (RIA) based in Northern California, will do what we believe is best for your financial situation. With our association with LPL Financial, we offer brokerage and insurance business. We do not discount any financial vehicle as a possible strategy fitting a client's wants or needs. We maintain our hybrid status to keep all opportunities from all product categories open for consideration.
SLR ASSET MANAGEMENT, LLC
dba SLR ADVISORS
SLR Asset Management, LLC also does business (DBA) as SLR Advisors. This is a collaboration of advisors that work together to provide individualized advice, active asset management, financial planning services and fee for service consultations.
SLR FINANCIAL, LLC
SLR Financial serves to our traditional broker dealer business - serving our members with insurance, mutual fund and other traditional brokerage services. Visit LPL Financial to learn more about the broker dealer we have partnered with to offer these services. WEBSITE HERE