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SLAGLE FINANCIAL, LLC.
419 St. Louis Street
Edwardsville, Illinois 62025
Tel: 618-692-1657
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 Status | Approved |
|---|---|
| Firm CRD# | 149976 |
| SEC# | 801-113986 |
| Assets Managed by Firm | $267,967,864 |
| No. of Clients | 2827 |
| No. of Advisors | 23 |
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 Clients | AUM | |
|---|---|---|
| Firm Total | 2827 | $267,967,864 |
| Individuals (other than high net worth individuals) | 1285 | $261,284,543 |
| Pension and profit sharing plans | 28 | $5,046,367 |
| Corporations or other businesses | Fewer than 5 clients | $1,636,954 |
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