SLATE ADVISORY SERVICE (US) LLC

20 S. Clark St
Suite 1400
Chicago, Illinois 60603
Tel: 312-847-1480

About SLATE ADVISORY SERVICE (US) LLC

SLATE ADVISORY SERVICE (US) LLC, formally registered with the SEC as SLATE ADVISORY SERVICE (US) LLC. The firm was established in 10/01/2020. They have over 12 offices throughout the country.

SLATE ADVISORY SERVICE (US) LLC is a Chicago, Illinois based Financial Planning firm with nearly $4,313,749,000 assets under management, offering retirement planning & investment advisory services to 14 clients. The firm is staffed with 143 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	310404
SEC#	801-119571
Assets Managed by Firm	$4,313,749,000
No. of Clients	14
No. of Advisors	143

Fee Structure

A percentage of AUM
Performance Based
Other (SEE SCHEDULE D - MISCELLANEOUS)

Advisory Services Provided

Portfolio management for pooled investment vehicles

Firm Client Information

	No. of Clients	AUM
Firm Total	14	$4,313,749,000

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