|
⚲
|
| Slayton Lewis Inc
✚
|
|
|---|---|
| CRD # | 114596 |
| SEC # | 801-109937 |
| CIK # | |
| AUM | $334.4 M (2026-03-31) |
| Employees | 5 (60% Investors, 0% Brokers) |
| Phone | 801-521-2191 |
| Address | 22 East 100 South Salt Lake City, UT 84111 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 13 | 10.4 |
| (b) Individuals (high net worth individuals) | 59 | 308.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 5 | 15.6 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 438 | 334.4 |
| By Discretionary | ||
| Discretionary | 431 | 324.4 |
| Non-Discretionary | 7 | 10.1 |
| Total | 438 | 334.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 334.4 | |
| Total | 438 | 334.4 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Pollock Investment Advisors LLC
✚
|
MI | 0.3 |
|
Personal Financial Profiles Inc
✚
|
FL | 0.3 |
|
The Menard Financial Group LLC
✚
|
TX | 0.3 |
|
ARWA LLC
✚
|
TX | 0.3 |
|
Molly B Investment Group LLC
✚
|
GA | 0.3 |
|
Wealthharbor Capital Group LLC
✚
|
LA | 0.3 |
|
Hewell Financial Group Inc
✚
|
0.3 | |
|
Evermont Wealth Inc
✚
|
CA | 0.3 |
|
Good Harbor Advisors Inc
✚
|
MA | 0.3 |
|
Strait & Sound Wealth Management LLC
✚
|
0.3 |