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Mark Daniel Sloss

WILDE CAPITAL MANAGEMENT, LLC·SUMMIT, New Jersey
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60 MORRIS TURNPIKE, SUMMIT, NJ 07901CRD# 2498529Firm CRD# 281891
01

About

Mark Daniel Sloss is a registered financial advisor based in SUMMIT, New Jersey, affiliated with WILDE CAPITAL MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Individuals
03

Firm Overview

Firm
WILDE CAPITAL MANAGEMENT, LLC
WILDE CAPITAL MANAGEMENT, LLC
AUM
$4M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at WILDE CAPITAL MANAGEMENT, LLC →
Services
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 2498529
Firm CRD# 281891
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Mark Daniel Sloss offer?
Mark Daniel Sloss specializes in Investment Management, Fee-Only Advisory. Contact their office in SUMMIT, New Jersey for a consultation.
What are Mark Daniel Sloss's credentials?
Mark Daniel Sloss is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Mark Daniel Sloss located?
Mark Daniel Sloss is based in SUMMIT, New Jersey, working with WILDE CAPITAL MANAGEMENT, LLC. Their office serves clients in the SUMMIT metropolitan area and surrounding communities.
How does Mark Daniel Sloss charge for services?
Mark Daniel Sloss's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is WILDE CAPITAL MANAGEMENT, LLC?
WILDE CAPITAL MANAGEMENT, LLC has approximately 3 employees and manages $4M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in New Jersey
PRINCETON (218)NEWARK (200)JERSEY CITY (156)RED BANK (136)MORRISTOWN (119)
City Guides
PRINCETON GuideNEWARK GuideJERSEY CITY GuideRED BANK GuideMORRISTOWN Guide
Research
Advisor Fees in New JerseyNational Fee Analysis
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