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| Happy Holidays!! thanks for using AUM13F!! |
| Slayton Lewis Inc
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|---|---|
| CRD # | 114596 |
| SEC # | 801-109937 |
| CIK # | |
| AUM | $281.7 M (2025-03-28) |
| Employees | 5 (60% Investors, 0% Brokers) |
| Phone | 801-521-2191 |
| Address | 22 East 100 South Salt Lake City, UT 84111 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 10 | 7.0 |
| (b) Individuals (high net worth individuals) | 60 | 258.8 |
| (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 | 5 | 15.9 |
| (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 | 399 | 281.7 |
| By Discretionary | ||
| Discretionary | 392 | 272.2 |
| Non-Discretionary | 7 | 9.5 |
| Total | 399 | 281.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 281.7 | |
| Total | 399 | 281.7 |
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0.3 | |
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Martha's Vineyard Investment Advisors LLC
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