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SL ADVISORS, LLC
SL ADVISORS, LLC
3 registered advisors
·
CRD# 151495
SEC# 801-80396
2
908-232-0830
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 Management
Retirement Planning
Wealth Management
Fee-Only Advisory
04
Advisors at SL ADVISORS, LLC
3 registered advisors
Henry Maxwell Hoffman
WESTFIELD, New Jersey
CRD# 5316996
Lori Ann Weston
WESTFIELD, New Jersey
CRD# 2596946
Simon Anthony Lack
WESTFIELD, New Jersey
CRD# 4334366
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
.