SLATED ANALYTICS, LLC

RIASEC RegisteredEst. 2015
Total AUM
Avg account
$0
Accounts
0
Employees
2
Advisory reps
2

Firm details

Headquarters
Los Angeles, California
CRD number
281738
Registered since
October 16, 2015
Fee structure
Other

Firm profile

FINTRX

Overview

Slated Analytics, LLC is an SEC-registered limited liability company that has been on the adviser register since 2015. Filings list the firm as an unclassified adviser with industry affiliation described as Other Investment Adviser. It is registered to operate across multiple states and is recorded as having a domestic entity/individual ownership structure. The firm is not listed as a capital allocator, and it does not report being an active ESG investor or a pension consultant. Filing details give little about day-to-day investment management or client-facing advisory programs. The "fee structure" is listed as Other, which, combined with the absence of client assets on record, is consistent with a business model that may focus on non-discretionary services, analytics, research, or another non-portfolio-management activity rather than traditional AUM-based wealth management.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • WILLIAM PORTWOOD

    CFOCRD 4853700

Contacts

1 of 1
  • JAMES BURNLEY

    ManagerCRD 7719867

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Los Angeles, CA

LOS ANGELES

Location

Los Angeles, CA

Headquartered in Los Angeles, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.

Metro area
Los Angeles-Long Beach, CA
Region
West
County
LOS ANGELES
Address
6450 W Sunset Blvd
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth