SLOAN ADVISORY GROUP, INC.

SLOAN ADVISORY GROUP, INC. of GLENS FALLS, NY is an SEC-registered investment adviser (CRD 284325). Regulatory assets under management: $63.6M.

Registration

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

Officers, owners & control persons (2)

NameRoleLocation
Rachel Lee SloanPRESIDENT & CHIEF COMPLIANCE OFFICER—
SLOAN RACHEL LEEMANAGING MEMBER & CHIEF COMPLIANCE OFFICER; PRESIDENT & CHIEF COMPLIANCE OFFICER—

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