CRD: 284325
Sloan Advisory Group, Inc.
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- Custodian
- Charles Schwab & Company · Merrill Lynch · Voya Financial
- Clients
- Retail
- Platforms
- Available
- Established Date
- 08-01-2016
- Office Locations
- 1
Office Locations
About Sloan Advisory Group, Inc.
Sloan Advisory Group is a planning-led advisory firm focused on helping individuals and families navigate major life transitions—especially retirement and widowhood—through collaborative, conversation-driven guidance. Services emphasize holistic financial planning and ongoing investment guidance to help clients define, build, and secure their financial futures. Differentiator: its trademarked Journey Through Retirement® and Journey Through Widowhood™ frameworks.
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Owner & Executives
RACHEL LEE SLOAN
Advisor, Chief Compliance Officer, President
- CRD
- #2412421
- Ownership
- 75% or more
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $63,564,032 | $557,579 |
| Non-Discretionary | $0 | -- |
| Total | $63,564,032 | $557,579 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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