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Sloan Advisory Group, Inc.

● SEC registered since 2016CRD 284325SEC# 801-108115Glens Falls, NY
Export (members)
Reg. AUM
$53.8M
Employees
1
Accounts
120
Location
Glens Falls, NY

Sloan Advisory Group, Inc. assets under management

Sloan Advisory Group, Inc. is an investment advisory firm registered with the SEC based in Glens Falls, NY. The firm has been registered since 2016. It reports $53.8 million in regulatory assets under management and employs 1 people.
www.linkedin.com/in/rachelsloanView on SEC.gov ↗

Sloan Advisory Group, Inc. owners & executives

1 reported
NameTitleOwnershipSince
Rachel Lee Sloan ControlPresident & Chief Compliance OfficerOver 75%2009

Frequently asked questions

How much does Sloan Advisory Group, Inc. manage?

Sloan Advisory Group, Inc. reports $53.8 million in regulatory assets under management on its Form ADV.

How many employees does Sloan Advisory Group, Inc. have?

Sloan Advisory Group, Inc. reports 1 employees.

Where is Sloan Advisory Group, Inc. located?

Sloan Advisory Group, Inc. is based in Glens Falls, NY and has been SEC-registered since 2016.

Does Sloan Advisory Group, Inc. disclose fund performance?

Sloan Advisory Group, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address237 Glen Street, Suite 109, Glens Falls, NY 12801
Phone888-978-8880
Office hoursBy Appointment Only
SEC regionNew York Regional Office (NYRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$53.8M
Non-discretionary$0
Total (RAUM)$53.8M