RIA Intel›Advisers›Massachusetts›SLATE PEAK FINANCIAL SERVICES, LLC

SLATE PEAK FINANCIAL SERVICES, LLC

Advisory

MA

Data as of Mar 2, 2026 · Source: SEC Form ADV

Rank in MA
#1,326
of 1,590 advisers by AUM
Average account
$245K
across 96 accounts
AUM per adviser
$24M
1 advisers

Source: SEC Form ADV. Figures as filed Mar 2, 2026.

Total AUM
$24M
1-Year AUM Growth
—
3-Year CAGR
—
Employees
1
Assets Under Management
Total AUM$24M
Discretionary AUM$24M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients55
Team
Total Employees1
Investment Advisers1
Employee Growth (1Y)—
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InMA, TX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

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