R
$114.1M Total AUM
$0 Disc. AUM
-7.1% 3Y CAGR
1 Employees
48 ADV. Clients
35 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Merrill Lynch
- Clients
- Retail
- Platforms
- --
- Established Date
- 07-01-1991
- Office Locations
- 1
Office Locations
-- Sacramento CA
About Richard G. Slater
Richard G. Slater is a Sacramento-based RIA. The firm has been operating for 35 years. Managing $114.1M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and Merrill Lynch.
Team overview
-- AVG AGE
$114.1M AVG AUM / ADVISOR
$2.4M AVG AUM / CLIENT
35.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
35yrs Firm Age
Insights
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Asset Classes
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Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
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Owner & Executives
RICHARD GARSON SLATER
Chief Compliance Officer, Owner
- CRD
- --
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $114,079,809 | $543,237 |
| Total | $114,079,809 | $543,237 |
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Separately Managed Accounts
Total SMA Asset: Available
U.S. Government/Agency:
Available Cash:
Available Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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