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SLC MANAGEMENT

WELLESLEY HILLS, MA · CRD 109684 · IAPD ↗ · slcmanagement.com · 781-446-1903

$76.41BRegulatory AUM
108Advisory reps
207Employees
2Clients
n/aPlanning clients
4Private funds
6States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

77
April 2026 — SLC MANAGEMENT grew from 101 to 108 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
55
April 2024 — SLC MANAGEMENT shrank from 112 to 101 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.