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SLAGLE FINANCIAL, LLC.

419 St. Louis Street
Edwardsville, Illinois 62025
Tel: 618-692-1657

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About SLAGLE FINANCIAL, LLC.

SLAGLE FINANCIAL, LLC, formally registered with the SEC as SLAGLE FINANCIAL, LLC. The firm was established in 09/17/2018. They have over 9 offices throughout the country.

SLAGLE FINANCIAL, LLC. is a Edwardsville, Illinois based Financial Planning firm with nearly $267,967,864 assets under management, offering retirement planning & investment advisory services to 2827 clients. The firm is staffed with 23 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#149976
SEC#801-113986
Assets Managed by Firm$267,967,864
No. of Clients2827
No. of Advisors23

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Firm Client Information

No. of ClientsAUM
Firm Total2827$267,967,864
Individuals (other than high net worth individuals)1285$261,284,543
Pension and profit sharing plans28$5,046,367
Corporations or other businessesFewer than 5 clients$1,636,954

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ENVESTNET PMC
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BALYASNY ASSET MANAGEMENT L.P.
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NUVEEN ASSET MANAGEMENT, LLC
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$239,614,971,44159703397

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