SLR Advisors
RIAState Registered
Total AUM
$6M
Discretionary
$6M
100% of AUM
Avg account
$121K
Accounts
50
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 325660
- Website
- www.slrfinancial.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- Individuals66.12%
- HNWI33.88%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional ClientsPublication of PeriodicalsEducational Seminars / Workshops
Firm profile
FINTRXOverview
SLR Advisors is an owner-operated limited liability company that advises individual and family clients. Its fee model combines a percentage of assets under management with hourly charges. The firm’s advisory services include portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and client education through newsletters and seminars. The data indicates SLR Advisors does not market itself as an active ESG investor and is not organized as a multi-state adviser or a capital allocator.
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
- Exchange Traded Equities88%
- State & Local Bonds10%
- US Government Bonds2%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations