Slocum
Slocum (CRD# 111795) is a financial advisory firm headquartered in Minneapolis, MN. They manage $123,925,991,222 in 131 accounts and serve the financial needs of clients across 6 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management123,926MILLION
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Total Number of Accounts131ACCOUNTS
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Average Account Value$945,999,933
Compensation Options
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, FL, MN, NY, OH, WI
Financial Advisors at Slocum
No Advisor Found.
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