SR99ADVISORS

SR99ADVISORS is an SEC-registered investment adviser (CRD 338890). Regulatory assets under management: $39K.

Registration

• CRD: 338890
• Type: Registered investment adviser
• Phone: 818-470-6870
• Latest filing: 2026-03-29
• Regulatory AUM: $39K
• Discretionary AUM: $39K
• Clients: 1
• Accounts: 4

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pensions.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 338890 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search