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SLAGEL INVESTMENT MANAGEMENT
SLAGEL, ZACHARY TANNER
CRD 118726
303 CHURCH STREET SE, BLACKSBURG, VA, 24060-4805, United States
Phone
540-953-2063
Fax
540-552-9642
Registration
— (—)
Source
State registered
Total AUM
$52.4M
Discretionary AUM
$51.5M
Team
1 total employees; 1 advisory reps
Clients
—
Fees
Percentage of AUM; Fixed fees
Org form
Sole Proprietorship
Filing date
2026-03-16
Disciplinary history
Yes
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 84 | $15.8M |
| High net worth individuals | 30 | $36.5M |
All web addresses on file
Official SEC filing: View on IAPD