logo
Book a meeting
Sloan Investment Management

Sloan Investment Management

Investment Management, 100 Cres Ct Ste 1130, Dallas, Texas, 75201, United States, 1-10 Employees

sloanwm.com

  • LinkedIn

phone no Phone Number: +12*********

Who is SLOAN INVESTMENT MANAGEMENT

Sloan Investment Management is a team of experienced professionals focused on meeting the unique investment objectives of each of our clients with the highest standards of service, expert...

Read More

lock icon Get Full Access
map
  • 100 Cres Ct Ste 1130, Dallas, Texas, 75201, United States Headquarters: 100 Cres Ct Ste 1130, Dallas, Texas, 75201, United States
  • 2007 Date Founded: 2007
  • 1-10 Employees: 1-10
  • dollar-icon Revenue: $5 Million to $10 Million
  • tech-icon Active Tech Stack: See technologies

industries-icon Industry: Investment Management

SIC SIC Code: 6282 | NAICS Code: 523930 | Show More

checked-icon Does something look wrong? Fix it. | View contact records from SLOAN INVESTMENT MANAGEMENT

Sloan Investment Management Org Chart and Mapping

Employees
Tiffany Pasley

Tiffany Pasley

Partner

Jody Nava

Jody Nava

Administrative Assistant

Frank Sloan

Frank Sloan

Managing Partner

James Henry

James Henry

Partner, Portfolio Manager

See Full Org Chart arrow
email-formate-icon
View Email Formats for Sloan Investment Management
arrow
signout-image
You are signed out

Sign in to CIENCE GO Data to uncover contact details

Join Now

crown-icon Free credits every month

Frequently Asked Questions Regarding Sloan Investment Management

Answer: Sloan Investment Management's headquarters are located at 100 Cres Ct Ste 1130, Dallas, Texas, 75201, United States

Answer: Sloan Investment Management's phone number is +12*********

Answer: Sloan Investment Management's official website is https://sloanwm.com

Answer: Sloan Investment Management's revenue is $5 Million to $10 Million

Answer: Sloan Investment Management's SIC: 6282

Answer: Sloan Investment Management's NAICS: 523930

Answer: Sloan Investment Management has 1-10 employees

Answer: Sloan Investment Management is in Investment Management

Answer: Sloan Investment Management contact info: Phone number: +12********* Website: https://sloanwm.com

Answer: Sloan Investment Management is a team of experienced professionals focused on meeting the unique investment objectives of each of our clients with the highest standards of service, expertise and integrity. We help individuals, trusts, foundations, corporate accounts and associations with a minimum of $2 million in investment assets navigate the complex maze of wealth management options. We work with each of our clients to develop an in-depth assessment of their current financial position, investment goals and tolerance for risk. Using this assessment we design an asset allocation strategy to achieve a defined return on investment while managing risk exposure to the appropriate level. We employ a proprietary tactical model that incorporates the most sophisticated and up-to-date thinking on the subject of portfolio management. For more than 25 years, we have successfully used this highly individualized program of wealth management for our clients. We invite you to learn more about our wealth management philosophy and practice in the pages that follow or through an introductory meeting with our team. At Sloan Wealth Management, we know you face a maze of financial choices and decisions. We look forward to helping you develop and implement the wealth management strategies that best suit your unique investment goals.

Answer:

Premium Sales Data for Prospecting

  • Sales data across over 200M records

  • Up-to-date records (less decayed data)

  • Accurate Email Lists (real-world tested)

  • Powerful search engine and intuitive interface

lock icon Get Full Access