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SLOTNIK CAPITAL, LLC

200 Crescent Court, Suite 530
Dallas, Texas 75201
Tel: 214-462-9203

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About SLOTNIK CAPITAL, LLC

SLOTNIK CAPITAL, LLC, formally registered with the SEC as SLOTNIK CAPITAL, LLC. The firm was established in 01/13/2023. They have over 1 offices throughout the country.

SLOTNIK CAPITAL, LLC is a Dallas, Texas based Financial Planning firm with nearly $330,546,092 assets under management, offering retirement planning & investment advisory services to 1 clients. The firm is staffed with 5 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#324251
SEC#801-127200
Assets Managed by Firm$330,546,092
No. of Clients1
No. of Advisors5

Fee Structure

  • A percentage of AUM
  • Performance Based

Advisory Services Provided

  • Portfolio management for pooled investment vehicles

Firm Client Information

No. of ClientsAUM
Firm Total1$330,546,092

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