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Rowling, Sheryl, Lisa (San Diego)


Rowling, Sheryl, Lisa is a large advisory firm based in San Diego. It manages $226.54 million of regulatory assets for 775 client accounts. It has been registered with the SEC as an adviser since 2012 and has operated in the jurisdictions of California and Michigan.

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Rowling, Sheryl, Li provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for more than 100 clients. On top of advisory services, the firm doesn't engage in other business activities.

Rowling, Sheryl, Li: assets under management

The assets under management (AUM) of Rowling, Sheryl, Lisa is $226.54 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.


The firm manages $226.54 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $292.31 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Rowling, Sheryl, Lisa for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in San Diego

The principal office where Rowling, Sheryl, Lisa performs its advisory services is located at 8889 Rio San Diego Dr. Ste 202, San Diego, CA 92108, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 619-295-0200 or by fax 619-295-0210. The normal business hours are 8:00-5:00 on Monday - Friday. You can find more information about the New York firm at www.rowling.com.


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