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Slagle Financial, LLC.
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Overview Share
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Edwardsville, Illinois
$140.0 million AUM
7 offices

Slagle Financial, LLC. is based in Edwardsville, Illinois and has $140.0 million in assets under management.

Location
419 Street Louis Street
Edwardsville, IL 62025
$140.0 million
AUM
11
Employees
AUM Share
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$140,006,947
Assets under management
1,814 clients
Number of clients
AUM and clients by client type
Type of client Clients AUM Percent of total AUM Average investment size
Individuals 859 $124,724,946 89% $145,198
High net worth individuals 8 $15,282,001 11% $1,910,250
Employees Share
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11
Employees
4
Investment analysts
36% of total employees
AUM per employee Share
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$140,006,947
Assets under management
$12,727,904
AUM per employee
$35,001,737
AUM per investment analyst
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Compensation

Slagle Financial, LLC. makes money through the following ways:

  • Percentage of AUM
  • Hourly fees
  • Fixed fees
Services offered

Slagle Financial, LLC. provides the following services:

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Firm data Share
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CRD number 149,976
SEC number 801-113986
Legal structure Limited Liability Company
Legal governance Illinois, United States
Latest ADV filing date March 30, 2020

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