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).

Current Firm Details
555 South Mangum St, Suite 100, Durham, NC 27701
https://slpwealth.com/
By the Numbers
  • Total Assets Under Management
    9
    MILLION
  • Total Number of Accounts
    230
    ACCOUNTS
  • Average Account Value
    $38,940
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Slp Wealth
Showing 1 - 5 of 5 top financial advisors.
1
Conor Mahlmann, financial advisor Chicago IL
Conor M. Mahlmann
CRD#: 6435510
Chicago, IL

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.

2
Daniel Rooker, financial advisor Durham NC
Daniel J. Rooker
CRD#: 6121324
555 South Mangum St, Suite 100, Durham, NC 27701

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.

3
Travis Hornsby, financial advisor Durham NC
Travis L. Hornsby
CRD#: 6094394
555 South Mangum St, Suite 100, Durham, NC 27701

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.

4
Scott McDonald, financial advisor Durham NC
Scott T. McDonald
CRD#: 7767653
555 South Mangum St, Suite 100, Durham, NC 27701

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.

5
Samantha Silberstein, financial advisor Durham NC
Samantha W. Silberstein
CRD#: 6662504
555 South Mangum St, Suite 100, Durham, NC 27701

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.

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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