Overview
Assets Under Management: $315 million
Headquarters: EDWARDSVILLE, IL
High-Net-Worth Clients: 7
Average Client Assets: $44 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 7
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 96.87
Average High-Net-Worth Client Assets: $44 million
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