Directory of Professional Retirement Planners
National Coverage
Local Professionals
Home > Retirement Planners > arizona > scottsdale > SL CAPITAL
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 |
More Retirement Planning firms in Scottsdale, Arizona:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $94,557,613,744 | 437201 | 6838 | |
| $57,786,360,253 | 69 | 121 | |
| $32,630,475,936 | 25 | 152 | |
| $22,942,793,322 | 142 | 123 | |
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER 7333 East Doubletree Ranch Rd Suite 120 Scottsdale, AZ, 85258 | $9,326,336,708 | 43221 | 570 |
Explore More Retirement Advisors in Scottsdale, Arizona