Sali Fund Services

Sali Fund Services (CRD# 124235) is a financial advisory firm headquartered in Austin, TX. They manage $23,884,684,848 in 165 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
6850 Austin Center Blvd., Suite 300, Austin, TX 78731
https://www.saliportal.com/
By the Numbers
  • Total Assets Under Management
    23,885
    MILLION
  • Total Number of Accounts
    165
    ACCOUNTS
  • Average Account Value
    $144,755,666
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

NY, TX, WA

Financial Advisors at Sali Fund Services
Showing 1 - 1 of 1 top financial advisors.
1
Thomas Nieman, financial advisor
Thomas A. Nieman
CRD#: 5062207
,

Thomas Nieman (CRD# 5062207) is an Investment Advisor Representative working at Sali Fund Services in , and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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