Sloan Investment Management, LLC

Sloan Investment Management, LLC (CRD# 142276) is a financial advisory firm headquartered in Dallas, TX. They manage $623,407,334 in 317 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    623
    MILLION
  • Total Number of Accounts
    317
    ACCOUNTS
  • Average Account Value
    $1,966,585
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

LA, OK, TX

Financial Advisors at Sloan Investment Management, LLC
No Advisor Found.
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