Falists
← Back to search

SL ADVISORS, LLC

CRD 151495 · SEC 801-80396

Visit website

NJ, United States

Phone

908-205-2955

Fax

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$393.3M

Discretionary AUM

$393.3M

Team

4 total employees; 3 advisory reps

Clients

0

Fees

Percentage of AUM

Org form

Limited Liability Company

Filing date

2026-02-13

Disciplinary history

No

Services

Portfolio management (individuals)Portfolio management (investment companies)Portfolio management (pooled vehicles)Portfolio management (institutions)Publication of periodicals

Client types

TypeClientsAUM
High net worth individuals47$62.3M
Investment companies1$327.6M
Pooled investment vehicles1$3.0M

States served

NJ, NY, TX, FL

All web addresses on file

Official SEC filing: View on IAPD