SLC MANAGEMENT

96 Worcester Street
Wellesley Hills, Massachusetts 02481-5699
Tel: 781-446-1903

About SLC MANAGEMENT

SLC MANAGEMENT, formally registered with the SEC as SLC MANAGEMENT. The firm was established in 10/28/1991. They have over 5 offices throughout the country.

SLC MANAGEMENT is a Wellesley Hills, Massachusetts based Financial Planning firm with nearly $69,470,041,414 assets under management, offering retirement planning & investment advisory services to 666 clients. The firm is staffed with 220 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	109684
SEC#	801-39938
Assets Managed by Firm	$69,470,041,414
No. of Clients	666
No. of Advisors	220

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees
Other (COST, COST PLUS PERCENTAGE)

Advisory Services Provided

Portfolio management for investment companies
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Selection for other advisors
Other (MORTGAGE AND REAL ESTATE ADVISORY AND ADMINISTRATIVE SERVICES)

Firm Client Information

	No. of Clients	AUM
Firm Total	666	$69,470,041,414
High net worth individuals	3	$16,379,556
Pension and profit sharing plans	90	$5,332,567,421
Charitable organizations	2	$50,878,130
Other investment advisers	4	$4,563,165,801
Corporations or other businesses	3	$641,735,333

More Retirement Planning firms in Wellesley Hills, Massachusetts:

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FIDELITY MANAGEMENT & RESEARCH COMPANY LLC 245 Summer Street Boston, MA, 02210	$3,964,385,404,654	31349	1264
WELLINGTON MANAGEMENT COMPANY LLP 280 Congress Street Boston, MA, 02210	$1,282,732,502,947	1559	2021
GEODE CAPITAL MANAGEMENT, LLC 100 Summer Street, 12th Floor Boston, MA, 02110	$1,062,795,395,069	172	161
SSGA FUNDS MANAGEMENT, INC. 1 Iron Street Boston, MA, 02210	$1,014,331,002,469	246	243
STRATEGIC ADVISERS LLC 155 Seaport Blvd Boston, MA, 02210-2698	$824,740,096,815	1965880	269

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