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SLOAN ADVISORY GROUP, INC.
237 Glen Street
Suite 109
Glens Falls, New York 12801
Tel: 888-978-8880
About SLOAN ADVISORY GROUP, INC.
SLOAN ADVISORY GROUP, INC, formally registered with the SEC as SLOAN ADVISORY GROUP, INC. The firm was established in 08/01/2016. They have over 1 offices throughout the country.
SLOAN ADVISORY GROUP, INC. is a Glens Falls, New York based Financial Planning firm with nearly $53,814,014 assets under management, offering retirement planning & investment advisory services to 120 clients. The firm is staffed with 1 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 284325 |
| SEC# | 801-108115 |
| Assets Managed by Firm | $53,814,014 |
| No. of Clients | 120 |
| No. of Advisors | 1 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Education seminars/workshops
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 120 | $53,814,014 |
| Individuals (other than high net worth individuals) | 21 | $14,040,911 |
| High net worth individuals | 15 | $39,773,103 |
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