Slavic Mutual Funds Management Corp.
Firm details
- Headquarters
- Boca Raton, Florida
- CRD number
- 113833
- Registered since
- April 3, 1987
- Website
- slavic401k.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC, AMERICAN TRUST CUSTODY
- Fee structure
- Percentage of AUM
- Client types
- Pension & Profit Sharing Plans99.28%
- Individuals0.72%
- Services
- Portfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Slavic Mutual Funds Management Corp. is a corporation that has been registered with the SEC since 1987 and operates as an adviser to both individual/family and institutional clients. The firm’s stated advisory activities include portfolio management for individuals and small businesses and pension consulting services. Its fee model is based on a percentage of assets under management, and it does not position itself as a capital allocator — instead it appears to rely on externally managed vehicles and pooled products.
Assets & Accounts
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
- Public Funds/Mutual Funds99%
- Exchange Traded Equities1%
Owners & executives
2 of 2
James Schoenmaker
Chief Strategy OfficerCRD 2704722
John Slavic
President and Chief Executive OfficerCRD 1651153
Contacts
3 of 6
Robert Walsh
Retirement Plan AdvisorCRD 6925939
Barbara Redstone
Head of SalesCRD 2814057
Jeffrey Dickerson
Vice PresidentCRD 2756394
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Boca Raton, FL
Palm Beach
Location
Boca Raton, FL
Headquartered in Boca Raton, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.
- Metro area
- Miami-Port St. Lucie-Fort Lauderdale, FL
- Region
- South
- County
- Palm Beach
- Address
- 1075 Broken Sound Pkwy Nw
- Time zone
- ET (UTC-5)
- Office locations
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