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John Robert Slais

SAGE ADVISORY SERVICES LTD CO·AUSTIN, Texas
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5900 SOUTHWEST PARKWAY, AUSTIN, TX 78735-6202CRD# 1089512Firm CRD# 106236
01

About

John Robert Slais is a registered financial advisor based in AUSTIN, Texas, affiliated with SAGE ADVISORY SERVICES LTD CO. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Institutional Investors
Pension & Retirement Plans
03

Firm Overview

Firm
SAGE ADVISORY SERVICES LTD CO
SAGE ADVISORY SERVICES LTD CO
AUM
$22.7B
Regulatory assets under management
Employees
53
Total firm employees
View all advisors at SAGE ADVISORY SERVICES LTD CO →
Services
Portfolio management (individuals)
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
Publication of periodicals/newsletters
Other
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 1089512
Firm CRD# 106236
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does John Robert Slais offer?
John Robert Slais specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in AUSTIN, Texas for a consultation.
What are John Robert Slais's credentials?
John Robert Slais is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is John Robert Slais located?
John Robert Slais is based in AUSTIN, Texas, working with SAGE ADVISORY SERVICES LTD CO. Their office serves clients in the AUSTIN metropolitan area and surrounding communities.
How does John Robert Slais charge for services?
John Robert Slais's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SAGE ADVISORY SERVICES LTD CO?
SAGE ADVISORY SERVICES LTD CO has approximately 53 employees and manages $22.7B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at SAGE ADVISORY SERVICES LTD CO

Komson Silapachai
AUSTIN, TX
Allison Claire Hartman
AUSTIN, TX
Andrew Kemett Demand
AUSTIN, TX
Gregory Joseph Figaro
AUSTIN, TX
Jr. Robert Peck
AUSTIN, TX
Leonard Dustin Finley
AUSTIN, TX

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Research
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