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SLAYTON LEWIS INC
CRD 114596 · SEC 801-109937
22 EAST 100 SOUTH, THIRD FLOOR, SALT LAKE CITY, UT, 84111, United States
Phone
801-521-2191
Fax
888-503-3520
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$334.4M
Discretionary AUM
$324.4M
Team
5 total employees; 3 advisory reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 13 | $10.4M |
| High net worth individuals | 59 | $308.4M |
| Pension/profit sharing plans | 5 | $15.6M |
States served
CA, IL, UT, TX, FL
All web addresses on file
Official SEC filing: View on IAPD