Slp Wealth
Slp Wealth (CRD# 325631) is a financial advisory firm headquartered in Durham, NC. They manage $8,956,250 in 230 accounts and serve the financial needs of clients across 53 states (or territories).
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Total Assets Under Management9MILLION
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Total Number of Accounts230ACCOUNTS
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Average Account Value$38,940
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
Conor Mahlmann (CRD# 6435510) is an Investment Advisor Representative working at Slp Wealth in Chicago, IL and has over 9 years of experience in the finance industry.
Daniel Rooker (CRD# 6121324) is an Investment Advisor Representative working at Slp Wealth in Durham, NC and has over 10 years of experience in the finance industry.
Travis Hornsby (CRD# 6094394) is an Investment Advisor Representative working at Slp Wealth in Durham, NC and has over 11 years of experience in the finance industry.
Scott McDonald (CRD# 7767653) is an Investment Advisor Representative working at Slp Wealth in Durham, NC and has 1 year of experience in the finance industry.
Samantha Silberstein (CRD# 6662504) is an Investment Advisor Representative working at Slp Wealth in Durham, NC and has over 7 years of experience in the finance industry.