|
⚲
|
| Slavic Mutual Funds Management Corp
✚
|
|
|---|---|
| CRD # | 113833 |
| SEC # | 801-29099 |
| CIK # | |
| AUM | $4.1 BB (2023-03-31) |
| Employees | 17 (94% Investors, 0% Brokers) |
| Phone | 561-241-9244 |
| Address | 1075 Broken Sound Parkway NW Boca Raton, FL 33487-3540 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($BB) |
|---|
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 436 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 443 | 4.1 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 879 | 4.1 |
| By Discretionary | ||
| Discretionary | 879 | 4.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 879 | 4.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 4.1 | |
| Total | 879 | 4.1 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Badgley Phelps Wealth Managers LLC
✚
|
WA | 4.2 |
|
Douglass Winthrop Advisors LLC
✚
|
NY | 4.2 |
|
Empirical Financial Services LLC
✚
|
WA | 4.2 |
|
Grimes & Company Inc
✚
|
MA | 4.2 |
|
Nordwand Advisors LLC
✚
|
PA | 4.1 |
|
Finaccess Advisors LLC
✚
|
FL | 4.1 |
|
Miracle Mile Advisors LLC
✚
|
CA | 4.1 |
|
RNC Capital Management LLC
✚
|
CA | 4.1 |
|
CUSO Financial Services LP
✚
|
CA | 4.1 |
|
Moran Wealth Management LLC
✚
|
FL | 4.1 |