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SLATESTONE WEALTH LLC
Tel: 561-244-2504
661 University Blvd Suite 100
Jupiter, Florida 33458
SLATESTONE WEALTH LLC
SLATESTONE WEALTH LLC is a Jupiter, Florida based financial advisory firm with nearly $1,370,465,172 in assets under management and provides investment advisory services for 1426 clients. There are currently 29 financial advisors at the firm.
General Information
Advisory Services Provided:
Financial planning services , Portfolio management for individuals and/or small businesses , Selection for other advisors
Fee Structure:
A percentage of AUM, Fixed fees
Firm CRD#:
286669
SEC#:
801-110003
No. of Clients:
1426
Assets under Management
$1,370,465,172
No. of Advisors:
29
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