Sloan Advisory Group, Inc.
● SEC registered since 2016CRD 284325SEC# 801-108115Glens Falls, NY
Reg. AUM
$63.6M
Employees
1
Accounts
114
Location
Glens Falls, NY
Sloan Advisory Group, Inc. assets under management
Sloan Advisory Group, Inc. is an investment advisory firm registered with the SEC based in Glens Falls, NY. The firm has been registered since 2016. It reports $63.6 million in regulatory assets under management and employs 1 people.
Sloan Advisory Group, Inc. owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Rachel Lee Sloan Control | President & Chief Compliance Officer | Over 75% | 2009 |
Frequently asked questions
How much does Sloan Advisory Group, Inc. manage?
Sloan Advisory Group, Inc. reports $63.6 million in regulatory assets under management on its Form ADV.
How many employees does Sloan Advisory Group, Inc. have?
Sloan Advisory Group, Inc. reports 1 employees.
Where is Sloan Advisory Group, Inc. located?
Sloan Advisory Group, Inc. is based in Glens Falls, NY and has been SEC-registered since 2016.
Does Sloan Advisory Group, Inc. disclose fund performance?
Sloan Advisory Group, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 237 Glen Street, Suite 109, Glens Falls, NY 12801 |
| Phone | 888-978-8880 |
| Office hours | By Appointment Only |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$63.6M▲ 18%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 95%
Larger than 5% of 16,271 advisers
EmployeesTop 94%
More than 6% of 16,825 advisers
Assets under management
$63.6Mregulatory AUM
Discretionary $63.6M