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Building 2SLAYTON LEWIS INC

Map pinSALT LAKE CITY, UT
Phone801-521-2191
NotebookSEC #801-109937
Total AUM
$334.4M
Employees
5
Clients
77

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
22 EAST 100 SOUTH
THIRD FLOOR
SALT LAKE CITY
UT 84111
United States
Operating Hours
8:00 AM 5:00 PM
Monday - Friday
Phone
801-521-2191
Other Offices
2

ReceiptFinancials

Total AUM
$334.4M
Accounts
438
Discretionary
$324.4M
Accounts
431
Non-Discretionary
$10.1M
Accounts
7

ContactClients

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Individual Clients
13
AUM
$10.4M
HNW Individual Clients
59
AUM
$308.4M
Pension/Profit Sharing Plan Clients
5
AUM
$15.6M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLILTXUT

HandshakeAffiliates

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

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