SL ADVISORS, LLC

3 registered advisors·CRD# 151495
SEC# 801-803962908-232-0830
01

Firm Overview

AUM
$314M
Regulatory assets under management
Employees
4
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Portfolio management (individuals)
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
Market timing services
Compensation
Percentage of AUM
03

Specialties

Investment ManagementRetirement PlanningWealth ManagementFee-Only Advisory
04

Advisors at SL ADVISORS, LLC

3 registered advisors
Henry Maxwell Hoffman
WESTFIELD, New Jersey
Lori Ann Weston
WESTFIELD, New Jersey
Simon Anthony Lack
WESTFIELD, New Jersey
05

Office Locations

WESTFIELD, New Jersey
3 advisors

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Data sourced from SEC Form ADV filings. SL ADVISORS, LLC (CRD# 151495) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.