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SLAGLE FINANCIAL, LLC.
CRD 149976 · SEC 801-113986
419 ST. LOUIS STREET, EDWARDSVILLE, IL, 62025, United States
Phone
618-692-1657
Fax
618-692-1770
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$411.7M
Discretionary AUM
$411.7M
Team
21 total employees; 7 advisory reps
Clients
251-500
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-25
Disciplinary history
Yes
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 1461 | $306.2M |
| High net worth individuals | 49 | $101.5M |
States served
AL, GA, IL, IN, MS, NC, SC, TN, MO, TX, FL
All web addresses on file
Official SEC filing: View on IAPD