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Home > Retirement Planners > utah > salt lake city > SLAYTON LEWIS INC
SLAYTON LEWIS INC
22 East 100 South
Third Floor
Salt Lake City, Utah 84111
Tel: 801-521-2191
About SLAYTON LEWIS INC
SLAYTON LEWIS INC, formally registered with the SEC as SLAYTON LEWIS INC. The firm was established in 02/07/2017. They have over 2 offices throughout the country.
SLAYTON LEWIS INC is a Salt Lake City, Utah based Financial Planning firm with nearly $266,731,741 assets under management, offering retirement planning & investment advisory services to 383 clients. The firm is staffed with 5 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 114596 |
| SEC# | 801-109937 |
| Assets Managed by Firm | $266,731,741 |
| No. of Clients | 383 |
| No. of Advisors | 5 |
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
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 383 | $266,731,741 |
| Individuals (other than high net worth individuals) | 14 | $10,226,584 |
| High net worth individuals | 57 | $234,759,192 |
| Pension and profit sharing plans | 6 | $21,745,965 |
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