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Building 2SLATESTONE PRIVATE CLIENT

Map pinJUPITER, FL
Phone561-244-2504
NotebookSEC #801-116782
Total AUM
$189.9M
Employees
8
Clients
129

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4495 MILITARY TRAIL, SUITE 207
JUPITER
FL 33458
United States
Operating Hours
9AM TO 5PM
Monday - Friday
Phone
561-244-2504
Other Offices
6

ReceiptFinancials

Total AUM
$189.9M
Accounts
368
Discretionary
$188M
Accounts
367
Non-Discretionary
$1.9M
Accounts
1

ContactClients

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Individual Clients
65
AUM
$21.7M
HNW Individual Clients
52
AUM
$159.1M
Pension/Profit Sharing Plan Clients
1
AUM
$1.5M
Corporation or Business Clients
10
AUM
$5.7M
Other Clients
1
AUM
$1.9M
Description of Other Clients
FOUNDATIONS

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
COFLLANHNYTX

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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