Sloan Investment Management, LLC

Sloan Investment Management, LLC (CRD# 142276) is a financial advisory firm headquartered in Dallas, TX. They manage $716,192,933 in 325 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
100 Crescent Court, Suite 1130, Dallas, TX 75201
http://www.sloanim.com
By the Numbers
  • Total Assets Under Management
    716
    MILLION
  • Total Number of Accounts
    325
    ACCOUNTS
  • Average Account Value
    $2,203,671
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.

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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