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Simon Anthony Lack

SL ADVISORS, LLC·WESTFIELD, New Jersey
Unclaimed Profile
220 LENOX AVENUE, WESTFIELD, NJ 07090CRD# 4334366Firm CRD# 151495
01

About

Simon Anthony Lack is a registered financial advisor based in WESTFIELD, New Jersey, affiliated with SL ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Wealth Management
Fee-Only Advisory
Client Types
Individuals
Institutional Investors
Pension & Retirement Plans
03

Firm Overview

Firm
SL ADVISORS, LLC
SL ADVISORS, LLC
AUM
$314M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at SL ADVISORS, LLC →
Services
Portfolio management (individuals)
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
Market timing services
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 4334366
Firm CRD# 151495
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Simon Anthony Lack offer?
Simon Anthony Lack specializes in Investment Management, Retirement Planning, Wealth Management, Fee-Only Advisory. Contact their office in WESTFIELD, New Jersey for a consultation.
What are Simon Anthony Lack's credentials?
Simon Anthony Lack is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Simon Anthony Lack located?
Simon Anthony Lack is based in WESTFIELD, New Jersey, working with SL ADVISORS, LLC. Their office serves clients in the WESTFIELD metropolitan area and surrounding communities.
How does Simon Anthony Lack charge for services?
Simon Anthony Lack'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 SL ADVISORS, LLC?
SL ADVISORS, LLC has approximately 4 employees and manages $314M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in WESTFIELD
Kenneth John Weiller — WESTFIELD INVESTMENT LLCMary Caye Mccourt — PROSPECT CAPITAL SERVICES, INC.Lori Ann Weston — SL ADVISORS, LLCSteven Joseph Giacona — ROUND TABLE SERVICES, LLCDerrick Lee Kaiser — RARITAN VALLEY CAPITAL MANAGEMENT LLC
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City Guides
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Research
Advisor Fees in New JerseyNational Fee Analysis
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