CRD: 113833
Slavic Mutual Funds Management Corp.
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Fidelity/NFS · Matrix Trust · Security Benefit
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 04-03-1987
- Office Locations
- 2
Office Locations
About Slavic Mutual Funds Management Corp.
Slavic401k provides business retirement plan savings solutions as a long-tenured 401(k) provider, serving small businesses and their employees and partnering with PEOs and financial advisors. The firm supports participant outcomes with life-stage, risk-based investment mixes—from aggressive early-career allocations to more conservative approaches near retirement—and continues guidance through retirement. Nearly 40 years of retirement-plan experience is a key differentiator for plan partners.
Team overview
Insights
Asset Classes
CRM
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
JAMES MARTIN SCHOENMAKER
CHIEF STRATEGY OFFICER, Investment Advisor Representative
- CRD
- #2704722
- Ownership
- Less than 5%
JOHN JULIUS SLAVIC
Chief Compliance Officer, Chief Executive Officer, President
- CRD
- #1651153
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
Unlock allContacts
JEFFREY LYNN DICKERSON
Vice President
- CRD
- #2756394
JASNA B DJURIN
--
- CRD
- #5685452
Showing 2 of 8 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $4,974,523,594 | $736,530 |
| Non-Discretionary | $0 | -- |
| Total | $4,974,523,594 | $736,530 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
Continue browsing