Overview
Assets Under Management: $64 million
Headquarters: GLENS FALLS, NY
High-Net-Worth Clients: 21
Average Client Assets: $2.7 million
Frequently Asked Questions
SLOAN ADVISORY GROUP, INC. 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 #284325), SLOAN ADVISORY GROUP, INC. is subject to fiduciary duty under federal law.
SLOAN ADVISORY GROUP, INC. is headquartered in GLENS FALLS, NY.
SLOAN ADVISORY GROUP, INC. serves 21 high-net-worth clients according to their SEC filing dated February 06, 2026. View client details ↓
According to their SEC Form ADV, SLOAN ADVISORY GROUP, INC. offers financial planning, portfolio management for individuals, and educational seminars and workshops. View all service details ↓
SLOAN ADVISORY GROUP, INC. manages $64 million in client assets according to their SEC filing dated February 06, 2026.
According to their SEC Form ADV, SLOAN ADVISORY GROUP, INC. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Educational Seminars
Clients
Number of High-Net-Worth Clients: 21
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 88.11%
Average Client Assets: $2.7 million
Total Client Accounts: 114
Discretionary Accounts: 114
Regulatory Filings
CRD Number: 284325
Filing ID: 2048634
Last Filing Date: 2026-02-06 10:11:26