RIA Intelligence

ASL FINANCIAL, LLC

CRD #115479 SEC #801-121203 LOS GATOS, CA 408.283.7256
SEC Registered
Total AUM
$162.5M
Discretionary
$162.5M
Employees
1
Clients
26
Accounts
309

AUM Over Time

DateJan 2025
Total AUM$162.5M
Discretionary$162.5M
Non-Disc.$0
Employees1
Clients32
DateJan 2024
Total AUM$137.1M
Discretionary$137.1M
Non-Disc.$0
Employees1
Clients24
DateSep 2023
Total AUM$112M
Discretionary$112M
Non-Disc.$0
Employees1
Clients41
DateMar 2023
Total AUM$112M
Discretionary$112M
Non-Disc.$0
Employees1
Clients41
DateJan 2022
Total AUM$118.1M
Discretionary$118.1M
Non-Disc.$0
Employees1
Clients36
DateJul 2021
Total AUM$106.5M
Discretionary$106.5M
Non-Disc.$0
Employees1
Clients24
DateMay 2021
Total AUM$106.5M
Discretionary$106.5M
Non-Disc.$0
Employees1
Clients24
DateMay 2021
Total AUM$106.5M
Discretionary$106.5M
Non-Disc.$0
Employees1
Clients24
DateApr 2021
Total AUM$106.5M
Discretionary$106.5M
Non-Disc.$0
Employees1
Clients24
DateApr 2021
Total AUM$106.5M
Discretionary$106.5M
Non-Disc.$0
Employees1
Clients24