Investment adviser · CRD 146478

SLW RETIREMENT PLAN ADVISORS

Investment adviser filing (IA)

SITZMANN LAVIS WHITE, LLC

LAFAYETTE, CA, United States · Form ADV filed Mar 23, 2016

Employees
8
Reported in this filing
Advisory professionals
2
Investment advisory functions

Not available in this filing: Regulatory AUM, Client accounts.

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Mar 23, 2016. View historical filings

Reported services

Financial planning · Individual portfolio management · Pension consulting · Selection of other advisers

Compensation

Percentage of assets · Hourly · Fixed · Commissions

Principal office

3697 MT. DIABLO BLVD., SUITE 175
LAFAYETTE, CA, 94549, United States

CRD 146478

Filing source

Form ADV 999114 · Mar 23, 2016 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.