Investment adviser · CRD 111795

SLOCUM

Investment adviser filing (IA)

JEFFREY SLOCUM & ASSOCIATES, INC.

MINNEAPOLIS, MN, United States · Form ADV filed Apr 28, 2016

Regulatory AUM
$124B
Form ADV · Item 5.F
Client accounts
131
Accounts, not individual clients
Employees
80
Reported in this filing
Advisory professionals
50
Investment advisory functions

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Apr 28, 2016. View historical filings

Reported services

Business portfolio management · Pension consulting · Selection of other advisers

Compensation

Percentage of assets · Fixed

Principal office

43 MAIN STREET SOUTHEAST, #148
MINNEAPOLIS, MN, 55414-1032, United States

CRD 111795

Filing source

Form ADV 1007134 · Apr 28, 2016 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.