Craig Slayen (CRD# 2982946) is an Investment Advisor Representative working at Winship Park Asset Management, LLC in Ross, CA and has over 25 years of experience in the finance industry.
CRD# 4461199
Monetary Management Corporation
CRD# 4983680
Perigon Wealth Management, LLC
CRD# 2626420
Alpha Blue Capital
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Winship Park Asset Management, LLC | Corte Madera, CA | Jun 2003 - Current | 20 |
| Cypress Partners, LLC | Ross, CA | May 2016 - Jan 2018 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 1998 |
| S65 | NASAA Investment Advisors Law Examination | Aug 2003 |
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Total Assets Under Management47MILLIONS
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Total Number of Accounts142ACCOUNTS
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Average Account Value$329,685
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
CA
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