DON A. Slabaugh, LLC
Firm details
- Headquarters
- ,
- CRD number
- 127024
- Website
- donslabaugh.blogspot.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI90.64%
- Individuals9.36%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
DON A. Slabaugh, LLC is an independent, individual-owned limited liability company that provides portfolio management for individual and small-business clients. The firm charges fees based on a percentage of assets under management and focuses on private-client relationships rather than institutional or pension work. It is state-registered in Michigan and Texas and lists individuals and families as its primary clientele. Investment decision-making centers on discretionary portfolio management; the firm does not identify as an ESG-focused manager.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities93%
- US Government Bonds7%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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