Witnauer Sloan & Associates LLC

Witnauer Sloan & Associates LLC (CRD# 113765) is a financial advisory firm headquartered in Scottsdale, AZ. They manage $43,382,785 in 108 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
8777 E Via De Ventura, Suite 375, Scottsdale, AZ 85258
http://www.witnauer-sloan.com
By the Numbers
  • Total Assets Under Management
    43
    MILLION
  • Total Number of Accounts
    108
    ACCOUNTS
  • Average Account Value
    $401,692
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
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ

Financial Advisors at Witnauer Sloan & Associates LLC
Showing 1 - 2 of 2 top financial advisors.
1
Drew Peterson, financial advisor Scottsdale AZ
Drew T. Peterson
CRD#: 5384793
8777 E Via De Ventura, Suite 375, Scottsdale, AZ 85258

Drew Peterson (CRD# 5384793) is an Investment Advisor Representative working at Witnauer Sloan & Associates LLC in Scottsdale, AZ and has over 14 years of experience in the finance industry.

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

Jeffrey Sloan (CRD# 2601797) is an Investment Advisor Representative working at Witnauer Sloan & Associates LLC in Scottsdale, AZ and has over 28 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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