SLATESTONE WEALTH LLC is a Jupiter, Florida based financial advisory firm with nearly $952,284,709 in assets under management and provides investment advisory services for 1158 clients. There are currently 23 financial advisors at the firm.
General Information |
| Firm CRD#: | 286669 | |
| SEC#: | 801-110003 | |
| Assets under Management: | $952,284,709 | |
| No. of Clients: | 1158 | |
| No. of Advisors: | 23 | |
| Advisory Services Provided: | Financial Planning, Portfolio Management for Individuals, Selection of Other Advisors | |
| Fee Structure: | A Percentage of AUM, Fixed Fees |
| Financial Advisory Firm | Firm CRD# | SEC# | No. of Clients | No. of Advisors | AUM |
| EAGLE ASSET MANAGEMENT INC | 110653 | 801-21343 | 41546 | 62 | $32,059,792,104 |
| ARK INVEST | 169525 | 801-79081 | 3001 | 46 | $13,883,813,829 |
| NEWPORT GROUP CONSULTING, LLC | 140944 | 801-66908 | 589 | 38 | $10,396,176,875 |
| WE FAMILY OFFICES | 109869 | 801-60025 | 106 | 49 | $12,056,434,282 |
| INTECH | 119232 | 801-60987 | 74 | 55 | $17,143,211,342 |
| RIALTO CAPITAL MANAGEMENT, LLC | 159998 | 801-74178 | 64 | 81 | $14,926,188,000 |
| SMARTX ADVISORY SOLUTIONS | 297680 | 801-113795 | 60 | 118 | $17,558,718,783 |
| UNIVERSA INVESTMENTS L.P. | 146052 | 801-68696 | 41 | 20 | $16,440,053,423 |
| DIGITALBRIDGE INVESTMENT MANAGEMENT, LLC | 290954 | 801-112207 | 35 | 252 | $28,800,093,227 |
| DIGITAL BRIDGE ADVISORS, LLC | 291394 | 801-112767 | 35 | 95 | $10,244,416,015 |
| III CAPITAL MANAGEMENT | 113539 | 801-60505 | 30 | 8 | $33,254,393,444 |
| DEEP BLUE INVESTMENT ADVISORS | 115344 | 801-60690 | 23 | 13 | $10,900,581,226 |
| RAYMOND JAMES INVESTMENT MANAGEMENT | 174904 | 801-100356 | 6 | 171 | $15,356,334,967 |
| VOLORIDGE | 152869 | 801-71044 | 4 | 112 | $27,140,005,623 |
| OC INVESTMENT MANAGEMENT LP | 314948 | 801-121732 | 1 | 6 | $23,760,667,616 |