SLADEK & WITEK, LLP
Firm details
- Headquarters
- TRUMBULL, Connecticut
- CRD number
- 127247
- Website
- www.sladekwitek.com
- Fee structure
- Percentage of AUM, Hourly Charges, Other
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Sladek & Witek, LLP is an independent registered investment advisor structured as a limited liability partnership. The firm primarily serves individual and family clients, offering a range of financial planning services, portfolio management for individuals and small businesses, and the selection of other advisers. The firm is also involved in accounting activities, which adds a layer of financial expertise to its advisory services. Sladek & Witek, LLP does not actively engage in ESG investing and operates as a single-state adviser.
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
- Other80%
- Cash & Cash Equivalents20%
Contacts
2 of 2JOSEPH SLADEK
PartnerCRD 4670475
JOHN WITEK
PartnerCRD 4684571
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
TRUMBULL, CT
FAIRFIELD
Location
TRUMBULL, CT
Headquartered in TRUMBULL, CT, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- FAIRFIELD
- Address
- 115 Technology Dr
- Time zone
- ET (UTC-5)
- Office locations
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