|
⚲
|
| Keyboard |
| Richard G Slater
✚
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|
|---|---|
| CRD # | 112239 |
| SEC # | 801-60326 |
| CIK # | |
| AUM | 114.1 M (2026-06-30) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 916-835-4758 |
| Address | |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 31 | 58.7 |
| (b) Individuals (high net worth individuals) | 17 | 55.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 210 | 114.1 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 210 | 114.1 |
| Total | 210 | 114.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 114.1 | |
| Total | 210 | 114.1 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Five Speed Financial Planning LLC
✚
|
AZ | 114.9 M |
|
Metis Wealth Management & Planning LLC
✚
|
SC | 114.9 M |
|
Futura Asset Advisors LLC
✚
|
FL | 114.8 M |
|
1102 Partners LLC
✚
|
114.5 M | |
|
Ryan Poage & Co LLC
✚
|
MO | 114.2 M |
|
Webster Street Investment Advisors LLC
✚
|
113.7 M | |
|
Burne Financial Concepts LLC
✚
|
CT | 113.7 M |
|
Tollefson and Company Investment Management LLC
✚
|
113.7 M | |
|
ARX Private Wealth
✚
|
PA | 113.6 M |
|
Signal Ridge Capital Partners LLC
✚
|
MA | 113.6 M |