Overview
Assets Under Management: $716 million
Headquarters: DALLAS, TX
High-Net-Worth Clients: 153
Average Client Assets: $4.4 million
Frequently Asked Questions
SLOAN INVESTMENT MANAGEMENT, L.L.C. 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 #142276), SLOAN INVESTMENT MANAGEMENT, L.L.C. is subject to fiduciary duty under federal law.
SLOAN INVESTMENT MANAGEMENT, L.L.C. is headquartered in DALLAS, TX.
SLOAN INVESTMENT MANAGEMENT, L.L.C. serves 153 high-net-worth clients according to their SEC filing dated March 27, 2024. View client details ↓
According to their SEC Form ADV, SLOAN INVESTMENT MANAGEMENT, L.L.C. offers financial planning, portfolio management for individuals, and portfolio management for institutional clients. View all service details ↓
SLOAN INVESTMENT MANAGEMENT, L.L.C. manages $716 million in client assets according to their SEC filing dated March 27, 2024.
According to their SEC Form ADV, SLOAN INVESTMENT MANAGEMENT, L.L.C. serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 153
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 94.13%
Average Client Assets: $4.4 million
Total Client Accounts: 325
Discretionary Accounts: 283
Non-Discretionary Accounts: 42
Regulatory Filings
CRD Number: 142276
Filing ID: 1854919
Last Filing Date: 2024-03-27 17:21:00