Sloan Advisory Group, Inc.
Sloan Advisory Group, Inc. is an SEC-registered ria in Glens Falls, NY with $63.6M assets under management (AUM, regulatory AUM), +18% over one year. See who owns Sloan Advisory Group, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 284325, SEC 801-108115, data through 2026-02-06.
- AUM (assets under management / regulatory AUM)
- $63.6M (2026-02-06)
- Firm type
- Ria
- Location
- Glens Falls, NY
- Employees
- 1
- Clients
- 32
- CRD
- 284325
- Ownership
- SLOAN, RACHEL, LEE
How much AUM does Sloan Advisory Group, Inc. have?
Sloan Advisory Group, Inc. reported $63.6M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-06).
Who owns Sloan Advisory Group, Inc.?
Disclosed owners and executives of Sloan Advisory Group, Inc. include SLOAN, RACHEL, LEE. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.