Tech stack
No one at S&F Investment Advisors has shared their stack yet. Work here? Add the tools you use. Custodians marked “per Form ADV” are from the firm's SEC filing (those holding 10%+ of its separately managed accounts, as of the date shown), so newer custodians may be missing.
Custodial Platform
Fidelity
Per Form ADV · $61M held · filed Aug 2021
E
E*Trade Securities LLC
Per Form ADV · $13M held · filed Aug 2021