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SLP WEALTH
555 South Mangum St
Suite 100
Durham, North Carolina 27701
Tel: (910) 315-0973
About SLP WEALTH
SLP WEALTH, formally registered with the SEC as SLP WEALTH. The firm was established in 04/13/2023. They have over 16 offices throughout the country.
SLP WEALTH is a Durham, North Carolina based Financial Planning firm with nearly $29,211,037 assets under management, offering retirement planning & investment advisory services to 846 clients. The firm is staffed with 20 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 325631 |
| SEC# | 801-127646 |
| Assets Managed by Firm | $29,211,037 |
| No. of Clients | 846 |
| No. of Advisors | 20 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 846 | $29,211,037 |
| Individuals (other than high net worth individuals) | 1405 | $26,331,649 |
| High net worth individuals | 20 | $2,853,715 |
| Pension and profit sharing plans | Fewer than 5 clients | $25,673 |
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