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).

By the Numbers
  • Total Assets Under Management
    123,926
    MILLION
  • Total Number of Accounts
    131
    ACCOUNTS
  • 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
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.

CA, FL, MN, NY, OH, WI

Financial Advisors at Slocum
No Advisor Found.
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