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Building 2RICHARD G. SLATER

Map pin
Phone916-835-4758
NotebookSEC #801-60326
Total AUM
$114.1M
Employees
1
Clients
48

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
6:00 AM TO 9:00PM
Monday - Friday
Phone
916-835-4758

ReceiptFinancials

Total AUM
$114.1M
Accounts
210
Discretionary
$0
Accounts
0
Non-Discretionary
$114.1M
Accounts
210

ContactClients

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Individual Clients
31
AUM
$58.7M
HNW Individual Clients
17
AUM
$55.4M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
CATX

HandshakeAffiliates

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

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