$100.0K Total AUM
$100.0K Disc. AUM
-- 3Y CAGR
1 Employees
3 ADV. Clients
5 yrs Firm Age
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- Custodian
- Guggenheim · Interactive Brokers
- Clients
- Retail
- Platforms
- Available
- Established Date
- 05-14-2021
- Office Locations
- 1
Office Locations
-- Denver CO
About Slingshot Financial
Slingshot Financial helps specialty asset managers and fintech firms drive growth by sharpening their positioning and bringing their story to financial advisors and wealth managers in a more impactful way. Founded to surface “hidden gem” partners, the firm focuses on supporting financial professionals as planning and wealth management dynamics evolve.
Team overview
-- AVG AGE
$100.0K AVG AUM / ADVISOR
$33.3K AVG AUM / CLIENT
5.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
5yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Client Personas
Available
CRM
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
G
Garrett H Brookes
Chief Compliance Officer, FOUNDER
- CRD
- #4806723
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $100,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $100,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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