Jeffrey Slocum & Associates, Inc. is a large advisory firm based in Minneapolis. It manages $123.93 billion of regulatory assets for 131 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of California, Florida, Minnesota, and 3 other states.
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.
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 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. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Jeffrey Charles Slocum has been acting as President since 1 Sep 1986. Bryan Donald Mullin joined the executive team most recently as the Principal.
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.