SL CAPITAL

20707 N Pima Rd
Ste 205
Scottsdale, Arizona 85255
Tel: 480-359-7092

About SL CAPITAL

SL CAPITAL, formally registered with the SEC as SL CAPITAL. The firm was established in 11/13/2023. They have over 1 offices throughout the country.

SL CAPITAL is a Scottsdale, Arizona based Financial Planning firm with nearly $105,270,331 assets under management, offering retirement planning & investment advisory services to 188 clients. The firm is staffed with 3 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	328450
SEC#	801-129050
Assets Managed by Firm	$105,270,331
No. of Clients	188
No. of Advisors	3

Fee Structure

A percentage of AUM

Advisory Services Provided

Portfolio management for individuals and/or small businesses

Firm Client Information

	No. of Clients	AUM
Firm Total	188	$105,270,331
Individuals (other than high net worth individuals)	87	$36,852,922
High net worth individuals	24	$68,417,409

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