Overview
Assets Under Management: $165 million
Headquarters: ATASCADERO, CA
High-Net-Worth Clients: 62
Average Client Assets: $2 million
Frequently Asked Questions
SLO MONEY MANAGERS 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 #331617), SLO MONEY MANAGERS is subject to fiduciary duty under federal law.
SLO MONEY MANAGERS is headquartered in ATASCADERO, CA.
SLO MONEY MANAGERS serves 62 high-net-worth clients according to their SEC filing dated January 23, 2026. View client details ↓
According to their SEC Form ADV, SLO MONEY MANAGERS offers financial planning, portfolio management for individuals, and pension consulting services. View all service details ↓
SLO MONEY MANAGERS manages $165 million in client assets according to their SEC filing dated January 23, 2026.
According to their SEC Form ADV, SLO MONEY MANAGERS serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 62
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 61.57
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 538
Discretionary Accounts: 538
Regulatory Filings
CRD Number: 331617
Filing ID: 2039934
Last Filing Date: 2026-01-23 14:28:31