Overview
Assets Under Management: $315 million
Headquarters: EDWARDSVILLE, IL
Frequently Asked Questions
SLAGLE FINANCIAL, LLC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #149976), SLAGLE FINANCIAL, LLC. is subject to fiduciary duty under federal law.
SLAGLE FINANCIAL, LLC. is headquartered in EDWARDSVILLE, IL.
According to their SEC Form ADV, SLAGLE FINANCIAL, LLC. offers financial planning and portfolio management for individuals. View all service details ↓
SLAGLE FINANCIAL, LLC. manages $315 million in client assets according to their SEC filing dated March 21, 2025.
According to their SEC Form ADV, SLAGLE FINANCIAL, LLC. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Total Client Accounts: 2,992
Discretionary Accounts: 2,992
Regulatory Filings
CRD Number: 149976
Filing ID: 1924500
Last Filing Date: 2025-03-21 13:14:00
Website: https://slaglefinancial.com