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
Witnauer Sloan & Associates LLC
By the Numbers
-
Total Assets Under Management43MILLION
-
Total Number of Accounts108ACCOUNTS
-
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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
AZ
Financial Advisors at Witnauer Sloan & Associates LLC
1
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 (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.
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