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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 08-23-1999
- Office Locations
- 1
Office Locations
About Witnauer Sloan & Associates LLC
Witnauer Sloan & Associates is an Arizona-based advisory firm providing customized financial planning and investment management for individuals and families, with a focus on retirement planning, estate planning, wealth preservation, and tax planning. Portfolios are individually designed around goals, risk tolerance, and time horizon using prudent, long-term strategies and proven investments. Services are available only to Arizona residents; Charles Schwab is a listed custodian.
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Owner & Executives
JEFFREY CRAIG SLOAN
Manager, Wealth Manager
- CRD
- #2601797
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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DREW THOMAS PETERSON
Partner
- CRD
- #5384793
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $53,395,763 | -- |
| Non-Discretionary | $3,193,508 | -- |
| Total | $56,589,271 | -- |
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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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