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SLOAN ADVISORY GROUP, INC.

CRD 284325 · SEC 801-108115

Visit website

237 GLEN STREET, SUITE 109, GLENS FALLS, NY, 12801, United States

Phone

888-978-8880

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$63.6M

Discretionary AUM

$63.6M

Team

1 total employees; 1 advisory reps; 2 broker-dealer reps

Clients

26-50

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Corporation

Filing date

2026-02-06

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Educational seminars

Client types

TypeClientsAUM
Individuals11$7.6M
High net worth individuals21$56.0M

States served

NY, OR, TX

All web addresses on file

Official SEC filing: View on IAPD