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S&F INVESTMENT ADVISORS

ENCINO, CA · CRD 129367 · IAPD ↗ · 310-481-9320

$106.4MRegulatory AUM
1Advisory reps
2Employees
0Clients
n/aPlanning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

95
July 2026 — S&F INVESTMENT ADVISORS (ENCINO, CA) is newly SEC-registered with $106.4M RAUM and 1 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.