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RICHARD G. SLATER
Investment Advice
TransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional Efficiency
Assets Under Management
$126.8M
Total AUM
| Category | Value |
|---|---|
| Non-Discretionary | 126.8M |
Adviser Information
| Field | Value |
|---|---|
| CRD Number | 112239 |
| SEC Number | 801-60326 |
| Phone | 916-835-4758 |
| Total Employees | 1 |
Client Count by Type (22 Total)
| Category | Value |
|---|---|
| Individuals (other than H… | 12 |
| High Net Worth Individual… | 10 |
County data not available for this organization.