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- Custodian
- Ascensus · Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 08-06-2024
- Office Locations
- 1
Office Locations
About SLO Money Managers
SLO Money Managers is a boutique, SEC-registered, fee-only advisory firm providing comprehensive financial planning and ongoing wealth and portfolio management. The team starts with a written plan, then helps implement recommendations—opening accounts, managing portfolios, and coordinating with clients’ CPAs, attorneys, and insurance professionals. Built for a manageable number of long-term clients with a high-touch, proactive advocacy approach; supports custody at Charles Schwab.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
PAUL ANDREW PAROTTI
Certified Financial Planner, Chief Compliance Officer, Chief Executive Officer
- CRD
- #5484427
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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SARAH MARIE ANDERSON
--
- CRD
- #7586754
Showing 1 of 2 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $164,699,635 | $306,133 |
| Non-Discretionary | $0 | -- |
| Total | $164,699,635 | $306,133 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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