Sr99advisors

Overview

Sr99advisors is an independent, sole-proprietor registered investment adviser that serves a small roster of individual and family clients. The firm markets itself around financial planning, customized portfolio management for individuals and small businesses, and pension consulting, while also holding a real estate broker designation as part of its business activities. Investment posture, based on available asset composition, skews conservative and cash-focused — the manager appears to prioritize liquidity and short-term holdings rather than large, diversified securities allocations. Fee arrangements include a mix of percentage-of-AUM, hourly charges, and fixed fees, which suggests flexible engagement models for both ongoing portfolio management and discrete planning or consulting projects. Given the firm’s very small asset base and four-client book, service delivery is likely high-touch and personalized, with advisors handling multiple client needs across planning, investment oversight, and real estate matters.

Assets & Accounts

Location & Offices