|
⚲
|
| Sloan Advisory Group Inc
✚
|
|
|---|---|
| CRD # | 284325 |
| SEC # | 801-108115 |
| CIK # | |
| AUM | $43.9 MM (2023-02-20) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 888-978-8880 |
| Address | 12 E Washington Street Glens Falls, NY 12801 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 31 | 13.9 |
| (b) Individuals (high net worth individuals) | 15 | 30.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 128 | 43.9 |
| By Discretionary | ||
| Discretionary | 128 | 43.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 128 | 43.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 43.9 | |
| Total | 128 | 43.9 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Savicki Capital LLC
✚
|
NY | 0.1 |
|
Designer Technologies Inc
✚
|
TX | 0.1 |
|
Willink Asset Management LLC
✚
|
NY | 0.0 |
|
Brave Eagle Wealth Management LLC
✚
|
NY | 0.0 |
|
Bespoke Investment Group LLC
✚
|
NY | 0.0 |
|
Brooks Wayne I
✚
|
NY | 0.0 |
|
Complete Financial Planning Inc
✚
|
NY | 0.0 |
|
Lowell Road Asset Management Inc
✚
|
NY | 0.0 |
|
Savvi Financial LLC
✚
|
MA | 0.0 |
|
Maderer Keith Daniel
✚
|
NY | 0.0 |