Sl Advisors, LLC

Sl Advisors, LLC (CRD# 151495) is a financial advisory firm headquartered in Westfield, NJ. They manage $72,988,882 in 117 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    73
    MILLION
  • Total Number of Accounts
    117
    ACCOUNTS
  • Average Account Value
    $623,837
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Publication of periodicals or newsletters
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, NJ, NY, PA

Financial Advisors at Sl Advisors, LLC
Showing 1 - 4 of 4 top financial advisors.
1
Simon A. Lack
CRD#: 4334366
210 Elmer Street, Westfield, NJ 07090
93
Wealthminder
score

Simon Lack (CRD# 4334366) is an Investment Advisor Representative working at Sl Advisors, LLC in Westfield, NJ and has over 11 years of experience in the finance industry.

2
Henry M. Hoffman
CRD#: 5316996
210 Elmer Street, Westfield, NJ 07090
90
Wealthminder
score

Henry Hoffman (CRD# 5316996) is an Investment Advisor Representative working at Sl Advisors, LLC in Westfield, NJ and has 1 year of experience in the finance industry.

3
Timothy Schival
CRD#: 2137381
Tampa, FL
90
Wealthminder
score

Timothy Schival (CRD# 2137381) is an Investment Advisor Representative working at Sl Advisors, LLC in Tampa, FL and has over 25 years of experience in the finance industry.

4
Charles E. Lawrence
CRD#: 2842431
Fort Myers, FL
89
Wealthminder
score

Charles Lawrence (CRD# 2842431) is an Investment Advisor Representative working at Sl Advisors, LLC in Fort Myers, FL and has over 3 years of experience in the finance industry.

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