SLATE PEAK FINANCIAL SERVICES, LLC
Firm details
- Headquarters
- ,
- CRD number
- 295223
- Website
- www.slatepeakfinancial.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI78.32%
- Individuals21.68%
- Services
- Financial PlanningPortfolio Management for IndividualsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Slate Peak Financial Services, LLC is an independent, owner-operated registered investment adviser organized as an LLC that serves individual and family clients. The firm offers financial planning and discretionary portfolio management for individuals and small businesses, and it conducts educational seminars and workshops as part of its client engagement. Its billing options include percentage-of-assets, hourly rates, and fixed fees. The firm does not identify as an active ESG investor and is not positioned as a multi-state or pension consultant adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
- Public Funds/Mutual Funds91%
- Cash & Cash Equivalents5%
- Exchange Traded Equities3%
- US Government Bonds1%
Contacts
1 of 1IAN REA
FounderCRD 4219607
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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