Sloan Investment Management, LLC

Sloan Investment Management, LLC (CRD# 142276) is a financial advisory firm headquartered in Dallas, TX. They manage $406,857,109 in 210 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    407
    MILLION
  • Total Number of Accounts
    210
    ACCOUNTS
  • Average Account Value
    $1,937,415
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
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.

LA, TX

Financial Advisors at Sloan Investment Management, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Casey W. Conway
CRD#: 4669789
100 Crescent Court, Suite 1130, Dallas, TX 75201
93
Wealthminder
score

Casey Conway (CRD# 4669789) is an Investment Advisor Representative working at Sloan Investment Management, LLC in Dallas, TX and has over 13 years of experience in the finance industry.

2
Frank O. Sloan
CRD#: 426420
100 Crescent Court, Suite 1130, Dallas, TX 75201
83
Wealthminder
score

Frank Sloan (CRD# 426420) is an Investment Advisor Representative working at Sloan Investment Management, LLC in Dallas, TX and has over 37 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.