Salim Reshwan
Salim Reshwan is a registered investment advisor at Auxi Asset Management, LLC, based in Danville, CA, with 31 years of industry experience. Salim operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 60 clients with $99M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Auxi Asset Management charges an annual fee based on the value of your investments. The exact percentage is agreed upon when you become a client. While their preferred minimum account size is $500,000, they may accept smaller accounts but charge higher fees, ranging from 1% to 2% annually.
Location
402 Railroad Ave, Suite 201, Danville, CA, 94526
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Regulatory History (1)
Customer Dispute
August 2009Other Business Activities
Salim is an officer with 50% ownership in Auxi Asset Management, a registered investment advisor. This investment-related activity takes a few hours per week.
Employment History
Current Registrations
Auxi Asset Management, LLC
Previous Registrations
Mutual Securities, INC.Broker
Stone & Youngberg LLC
Stifel, Nicolaus & Company, Incorporated
Stifel, Nicolaus & Company, IncorporatedBroker
S & Y Asset Management LLC
Stone & Youngberg LLC
S & Y Asset Management LLCBroker
Stone & Youngberg LLCBroker
Quick & Reilly, INC.Broker
Robertson Stephens, INC.
Robertson Stephens, INC.Broker
Ing Baring Furman Selz LLCBroker
Montgomery SecuritiesBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.