S & L FINANCIAL MANAGEMENT

Overview

S & L Financial Management is a small, independently owned registered investment adviser organized as an LLC and operated by an individual owner. The firm focuses on serving individual and family clients and offers financial planning plus portfolio management for individuals, small businesses, and institutional/business clients. Its billing options include percentage-of-AUM fees, fixed-fee arrangements and performance‑based fees. The firm does not report itself as an active ESG investor or a multistate adviser, and it is not positioned as a capital allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives