Slatestone Private Client, LLC is a large advisory firm based in Jupiter. It manages $189.92 million of regulatory assets for 368 client accounts. It has been registered with the SEC as an adviser since 2019 and has operated in the jurisdictions of Colorado, Florida, Louisiana, and 3 other states.
Slatestone Private Client provides portfolio management for individuals and small businesses and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Slatestone Private Client, LLC is $189.92 million. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Slatestone Private Client, LLC for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals, high net worth individuals, corporations or other businesses, and pension and profit sharing plans. The largest group of clients of Slatestone Private Client is high net worth individuals with 52 clients and $159.08 million of assets under management. Among the 12 most similar advisory firms, Slatestone Private Client has the 3rd highest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $188.01 million for 128 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Slatestone Private Client doesn't advise any private funds.
The company employs 8 people that are either part- or full-time employees. 50 percent of the employees work as investment advisers or researchers. 4 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm compensates employees in addition to the salary for bringing in new clients. Employees receive compensation from other entities for client referrals.
The principal office where Slatestone Private Client, LLC performs its advisory services is located at 4495 Military Trail, Suite 207, Jupiter, FL 33458, which is also the mailing address of the firm. An additional office of the firm is in Boca Raton, FL. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 561-244-2504. The normal business hours are 9am to 5pm on Monday - Friday. You can find more information about the New York firm at slatestone.com and its LinkedIn profile.