AdvisorOS Directory
Claim Profile
JS

John Julius Slavic

SLAVIC WEALTH MANAGEMENT, INC.·BOCA RATON, Florida
Series 24Series 7Series 2Series 66Series 65Series 63SIE
Unclaimed Profile
1075 BROKEN SOUND PARKWAY NW, BOCA RATON, FL 33487CRD# 1651153Firm CRD# 327929
01

About

John Julius Slavic is a registered financial advisor based in BOCA RATON, Florida, affiliated with SLAVIC WEALTH MANAGEMENT, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
SLAVIC WEALTH MANAGEMENT, INC.
SLAVIC WEALTH MANAGEMENT, INC.
AUM
—
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at SLAVIC WEALTH MANAGEMENT, INC. →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 1651153
Firm CRD# 327929
202 disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in BOCA RATON?

Browse all registered financial advisors in BOCA RATON, Florida or claim this profile if it's yours.

Browse BOCA RATON AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does John Julius Slavic offer?
John Julius Slavic specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in BOCA RATON, Florida for a consultation.
What are John Julius Slavic's credentials?
John Julius Slavic is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is John Julius Slavic located?
John Julius Slavic is based in BOCA RATON, Florida, working with SLAVIC WEALTH MANAGEMENT, INC.. Their office serves clients in the BOCA RATON metropolitan area and surrounding communities.
How does John Julius Slavic charge for services?
John Julius Slavic's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SLAVIC WEALTH MANAGEMENT, INC.?
SLAVIC WEALTH MANAGEMENT, INC. has approximately 5 employees. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at SLAVIC WEALTH MANAGEMENT, INC.

David E Herlihy
BOCA RATON, FL
Henry Robert Ferguson
BOCA RATON, FL

More Advisors in BOCA RATON, Florida

Kevin J. Calhoun
SUN CAPITAL ADVISORS, INC.·BOCA RATON, FL
Marc Jay Leder
SUN CAPITAL ADVISORS, L.P.·BOCA RATON, FL
Rodger Russell Krouse
SUN CAPITAL ADVISORS, L.P.·BOCA RATON, FL
Jeffrey Wayne Cimbal
STATETRUST CAPITAL, LLC.·BOCA RATON, FL
Alan Bruce Levin
BRIDGE LINE ADVISORS LLC·BOCA RATON, FL
C. Deryl Couch
SUN CAPITAL ADVISORS, L.P.·BOCA RATON, FL

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Florida
MIAMI (1221)TAMPA (396)CORAL GABLES (291)WEST PALM BEACH (251)NAPLES (220)PALM BEACH GARDENS (181)ORLANDO (174)SARASOTA (172)JACKSONVILLE (170)FORT LAUDERDALE (162)
City Guides
MIAMI GuideTAMPA GuideCORAL GABLES GuideWEST PALM BEACH GuideNAPLES Guide
Research
Advisor Fees in FloridaNational Fee Analysis
Request removal of this profile