Sloan Advisory Group, Inc.

Sloan Advisory Group, Inc. (CRD# 284325) is a financial advisory firm headquartered in Glens Falls, NY. They manage $50,919,701 in 126 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
237 Glen Street, Suite 109, Glens Falls, NY 12801
https://www.sloanadvisorygroup.com
By the Numbers
  • Total Assets Under Management
    51
    MILLION
  • Total Number of Accounts
    126
    ACCOUNTS
  • Average Account Value
    $404,125
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
The map below shows states where this firm has explicit registration only.

NY, TX

Financial Advisors at Sloan Advisory Group, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Rachel Sloan, financial advisor Glens Falls NY
Rachel L. Sloan
CRD#: 2412421
237 Glen Street, Suite 109, Glens Falls, NY 12801

Rachel Sloan (CRD# 2412421) is an Investment Advisor Representative working at Sloan Advisory Group, Inc. in Glens Falls, NY and has over 30 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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