Slate Peak Financial Services, LLC
Slate Peak Financial Services, LLC (CRD# 295223) is a financial advisory firm headquartered in , . They manage $14,741,549 in 80 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
Slate Peak Financial Services, LLC
By the Numbers
-
Total Assets Under Management15MILLION
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Total Number of Accounts80ACCOUNTS
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Average Account Value$184,269
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
Types of Clients
Registered States
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Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
MA, TX
Financial Advisors at Slate Peak Financial Services, LLC
1
Ian Rea (CRD# 4219607) is an Investment Advisor Representative working at Slate Peak Financial Services, LLC in Medfield, MA and has over 23 years of experience in the finance industry.
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