FRENCH AND SKLOFF INVESTMENT ADVISORS, LLC

RIASEC Registered

Total AUM

—

Avg account

$0

Accounts

0

Employees

2

Advisory reps

2

Firm details

Headquarters: NORTH ANDOVER, Massachusetts
CRD number: 336794
Fee structure: Percentage of AUM, Performance Based Fees
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

French And Skloff Investment Advisors, LLC is a limited liability company that specializes in providing a range of financial advisory services. The firm focuses on portfolio management for both individuals and small businesses, as well as for larger institutions. In addition to these services, they also engage in financial planning and the selection of other advisers, allowing them to tailor their offerings to meet diverse client needs. The firm does not actively pursue ESG investments and operates as a capital allocator, indicating a strategic approach to investment management.

Assets & Accounts

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Contacts

2 of 2

ROBERT SKLOFF
Founder & Portfolio ManagerCRD 4480570
Scott French
President & Managing MemberCRD 8105299

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

Primary office

NORTH ANDOVER, MA

ESSEX

Location

NORTH ANDOVER, MA

Headquartered in NORTH ANDOVER, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.

Metro area: Boston-Worcester-Providence, MA-RI-NH-CT
Region: Northeast
County: ESSEX
Address: 857 Turnpike St
Time zone: ET (UTC-5)
Office locations

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