CRD: 295223
Slate Peak Financial Services, LLC
$23.5M Total AUM
$23.5M Disc. AUM
-- 3Y CAGR
1 Employees
68 ADV. Clients
8 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Fidelity/NFS · Goldman Sachs
- Clients
- Retail
- Platforms
- Available
- Established Date
- 05-24-2018
- Office Locations
- 1
Office Locations
-- Medfield MA
About Slate Peak Financial Services, LLC
Slate Peak Financial Services is an independent, founder-led, fee-only fiduciary RIA led by Ian Rea, providing comprehensive financial planning and investment management for individuals and families seeking objective, conflict-free advice. The firm is paid directly by clients and does not accept commissions or third-party compensation. Custody relationships include Schwab and Fidelity/NFS.
Team overview
46 AVG AGE
$23.5M AVG AUM / ADVISOR
$346.0K AVG AUM / CLIENT
8.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
8yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
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Technology
Available
Owner & Executives
I
IAN EUGENE REA
Founder
- CRD
- #4219607
- Ownership
- 75% or more
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $23,525,869 | -- |
| Non-Discretionary | $0 | -- |
| Total | $23,525,869 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Cash:
Available Equity - Exchange:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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