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OLD SLIP REGISTERED INVESTMENT ADVISORS, LLC
40 Wall Street Floor 28
New York, New York 10005
Tel: 212.256.1334
About OLD SLIP REGISTERED INVESTMENT ADVISORS, LLC
OLD SLIP REGISTERED INVESTMENT ADVISORS, LLC, formally registered with the SEC as OLD SLIP REGISTERED INVESTMENT ADVISORS, LLC. The firm was established in 08/02/2018. They have over 1 offices throughout the country.
OLD SLIP REGISTERED INVESTMENT ADVISORS, LLC is a New York, New York based Financial Planning firm with nearly $341,000,000 assets under management, offering retirement planning & investment advisory services to 28 clients. The firm is staffed with 3 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 297976 |
| SEC# | 801-113781 |
| Assets Managed by Firm | $341,000,000 |
| No. of Clients | 28 |
| No. of Advisors | 3 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Pesnsion consulting services
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 28 | $341,000,000 |
| Individuals (other than high net worth individuals) | 12 | $36,000,000 |
| Pension and profit sharing plans | 16 | $305,000,000 |
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