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
-
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
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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