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SLOAN ADVISORY GROUP, INC.

GLENS FALLS, NY · CRD 284325 · IAPD ↗ · 888-978-8880

$63.6MRegulatory AUM
1Advisory reps
1Employees
2Clients
26-50Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

58
March 2025 — SLOAN ADVISORY GROUP, INC. reports 26-50 financial-planning clients, up from 11-25.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
42
September 2024 — SLOAN ADVISORY GROUP, INC. notice-filed in OR.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

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