SLATED ANALYTICS, LLC
Firm details
- Headquarters
- Los Angeles, California
- CRD number
- 281738
- Registered since
- October 16, 2015
- Fee structure
- Other
Firm profile
FINTRXOverview
Slated Analytics, LLC is an SEC-registered limited liability company that has been on the adviser register since 2015. Filings list the firm as an unclassified adviser with industry affiliation described as Other Investment Adviser. It is registered to operate across multiple states and is recorded as having a domestic entity/individual ownership structure. The firm is not listed as a capital allocator, and it does not report being an active ESG investor or a pension consultant. Filing details give little about day-to-day investment management or client-facing advisory programs. The "fee structure" is listed as Other, which, combined with the absence of client assets on record, is consistent with a business model that may focus on non-discretionary services, analytics, research, or another non-portfolio-management activity rather than traditional AUM-based wealth management.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1WILLIAM PORTWOOD
CFOCRD 4853700
Contacts
1 of 1JAMES BURNLEY
ManagerCRD 7719867
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Los Angeles, CA
LOS ANGELES
Location
Los Angeles, CA
Headquartered in Los Angeles, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- LOS ANGELES
- Address
- 6450 W Sunset Blvd
- Time zone
- PT (UTC-8)
- Office locations
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