Jeffrey Slocum & Associates, Inc. (Minneapolis)

Jeffrey Slocum & Associates provides portfolio management for businesses and institutional clients, pension consulting services, selection of other advisers, and investment consulting for institutional pools, e.g. endowments, foundations, operating assets, insurance reserves, family office. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Jeffrey Slocum & Associates: assets under management

The assets under management (AUM) of Jeffrey Slocum & Associates, Inc. is $123.93 billion. The firm's AUM has grown by 51536% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $1.1 billion in discretionary accounts and $122.82 billion in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $220.91 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $974.77 million.

Jeffrey Slocum & Associates has custody of $1.1 billion in cash and securities for 5 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Jeffrey Slocum & Associates, Inc. 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.

Careers at Jeffrey Slocum & Associates, Inc.

Jeffrey Charles Slocum has been acting as President since 1 Sep 1986. Bryan Donald Mullin joined the executive team most recently as the Principal.

Direct owners and executive officers

Based in Minneapolis

The principal office where Jeffrey Slocum & Associates, Inc. performs its advisory services is located at 43 Main Street Southeast, Minneapolis, MN 55414 1032, 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 612-338-7020 or by fax 612-338-7034. The normal business hours are 8:00 a.m. to 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at jslocum.com.

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