Slavic Mutual Funds Management Corp. is a large advisory firm based in Boca Raton. It manages $4.16 billion of regulatory assets for 909 client accounts. It has been registered with the SEC as an adviser since 2002 and has operated in the jurisdictions of Alabama, Alaska, Arizona, and 49 other states.
Slavic Mutual Funds Management Corp provides portfolio management for individuals and small businesses. 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 Slavic Mutual Funds Management Corp. is $4.16 billion. The firm's AUM has grown by 5036% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Slavic Mutual Funds Management Corp. for their services and products based on a percentage of assets under management. 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 and pension and profit sharing plans. The largest group of clients of John Julius Slavic is pension and profit sharing plans with 537 clients and $4.15 billion of assets under management. Among the 9 most similar advisory firms, Slavic Mutual Funds Management Corp has the 2nd highest percentage of pension and profit sharing plans out of all clients.
The amount of regulatory assets under management is $4.16 billion for 912 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.
Slavic Mutual Funds Management Corp doesn't advise any private funds.
The company employs 12 people that are either part- or full-time employees. 83 percent of the employees work as investment advisers or researchers. 6 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 doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
John Julius Slavic has been acting as President since 1 Dec 1986. Diganne S Celestin joined the executive team most recently as the Financial & Operations Principal.
The principal office where Slavic Mutual Funds Management Corp. performs its advisory services is located at 1075 Broken Sound Parkway Nw, Boca Raton, FL 33487 3540, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 561-241-9244 or by fax 561-241-1070. The normal business hours are 09:00 - 5:00 on Monday - Friday. You can find more information about the New York firm at slavicira.com.