$4.2M Total AUM
$4.2M Disc. AUM
-- 3Y CAGR
1 Employees
0 ADV. Clients
7 yrs Firm Age
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- Custodian
- Assetmark ยท Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 07-01-2019
- Office Locations
- 1
Office Locations
-- NEW York NY
About LEE Slater + Associates
Lee Slater + Associates is a New York City-based firm offering income tax preparation, bookkeeping, and financial planning for individuals, families, and small businesses. Clients can work in person, online, or via secure upload. Based on public filings, advisory portfolios commonly use public funds, investment-grade corporate bonds, and ETFs.
Team overview
-- AVG AGE
$4.2M AVG AUM / ADVISOR
-- AVG AUM / CLIENT
7.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
0 RIA Reps
7yrs Firm Age
Insights
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Asset Classes
Optima frontier Summit Prime Meridian bridge
Client Personas
Pioneer optima Meridian catalyst Fusion atlas
Custodian
Meridian Focus Crest Momentum Value eagle
Investment Themes
Vertex Crest vital Beacon Capital
Investment Vehicles
Pioneer
Services
Catalyst Peak Summit horizon Eagle Foundation vector Delta Atlas vertex Matrix
Owner & Executives
LEE SLATER
Chief Compliance Officer, Investment Advisor, Owner
- CRD
- --
- Ownership
- 75% or more
(423) 972-6879
beacon.north@foundationcapital.com
in linkedin.com/in/focus-focus
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $4,216,813 | -- |
| Non-Discretionary | $0 | -- |
| Total | $4,216,813 | -- |
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Separately Managed Accounts
Total SMA Asset: $4,216,813
Equity - Exchange:
41.2% Cash:
58.8% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,084,720,262 | 41.2% |
| Cash | $1,548,095,907 | 58.8% |
| Total | $2,632,816,169 | 100.0% |