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Building 2SLOAN INVESTMENT MANAGEMENT, L.L.C.

Map pinDALLAS, TX
Phone214-720-7500
NotebookSEC #801-67463
Total AUM
$716.2M
Employees
5
Clients
325

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
100 CRESCENT COURT
SUITE 1130
DALLAS
TX 75201
United States
Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Phone
214-720-7500

ReceiptFinancials

Total AUM
$716.2M
Accounts
325
Discretionary
$712.6M
Accounts
283
Non-Discretionary
$3.6M
Accounts
42

ContactClients

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Individual Clients
130
AUM
$38.4M
HNW Individual Clients
153
AUM
$674.2M
Other Clients
42
AUM
$3.6M
Description of Other Clients
NON-DISCRECTIONARY

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther Services
Other Services
INVESTMENT CONSULTING
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
LAOKTX

HandshakeAffiliates

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

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