1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2SLOAN ADVISORY GROUP, INC.

Map pinGLENS FALLS, NY
Phone888-978-8880
NotebookSEC #801-108115
Total AUM
$63.6M
Employees
1
Clients
32

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
237 GLEN STREET
SUITE 109
GLENS FALLS
NY 12801
United States
Operating Hours
BY APPOINTMENT ONLY
Monday - Friday
Phone
888-978-8880

ReceiptFinancials

Total AUM
$63.6M
Accounts
114
Discretionary
$63.6M
Accounts
114
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

Individual Clients
11
AUM
$7.6M
HNW Individual Clients
21
AUM
$56M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
EducationFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
NYORTX

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account