Witnauer Sloan & Associates LLC

Witnauer Sloan & Associates LLC (CRD# 113765) is a financial advisory firm headquartered in Scottsdale, AZ. They manage $22,767,874 in 216 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    23
    MILLION
  • Total Number of Accounts
    216
    ACCOUNTS
  • Average Account Value
    $105,407
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
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.

AZ

Financial Advisors at Witnauer Sloan & Associates LLC
Showing 1 - 3 of 3 top financial advisors.
1
James Cavender
CRD#: 2579950
8777 E Via De Ventura, Suite 375, Scottsdale, AZ 85258
96
Wealthminder
score

James Cavender (CRD# 2579950) is an Investment Advisor Representative working at Witnauer Sloan & Associates LLC in Scottsdale, AZ and has over 21 years of experience in the finance industry.

2
Jeffrey C. Sloan
CRD#: 2601797
8777 E Via De Ventura, Suite 375, Scottsdale, AZ 85258
96
Wealthminder
score

Jeffrey Sloan (CRD# 2601797) is an Investment Advisor Representative working at Witnauer Sloan & Associates LLC in Scottsdale, AZ and has over 21 years of experience in the finance industry. Jeffrey Sloan has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Drew T. Peterson
CRD#: 5384793
8777 E Via De Ventura, Suite 375, Scottsdale, AZ 85258
93
Wealthminder
score

Drew Peterson (CRD# 5384793) is an Investment Advisor Representative working at Witnauer Sloan & Associates LLC in Scottsdale, AZ and has over 6 years of experience in the finance industry.

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