SLAVIC MUTUAL FUNDS MANAGEMENT CORP.

RIASEC RegisteredEst. 1987
Total AUM
$5B
Discretionary
$5B
100% of AUM
Avg account
$737K
Accounts
6,754
Employees
13
Advisory reps
8

Firm details

Headquarters
BOCA RATON, Florida
CRD number
113833
Registered since
April 3, 1987
Custodians
FIDELITY DISTRIBUTORS COMPANY LLC, AMERICAN TRUST CUSTODY
Fee structure
Percentage of AUM
Client types
  • Pension & Profit Sharing Plans99.28%
  • Individuals0.72%
Services
Portfolio Management for IndividualsPension Consulting

Firm profile

FINTRX

Overview

Slavic Mutual Funds Management Corp. is a corporate investment adviser that has been SEC-registered since 1987 and operates as a manager of pooled public funds with a client base made up of individuals, families and institutional investors. Its advisory scope, as reported, centers on portfolio management for individuals and small businesses and includes pension consulting services. The firm charges fees as a percentage of assets under management and is organized under domestic ownership with individual ownership ties. Regulatory and operational flags in the snapshot identify the firm as unclassified in that dataset and not a capital allocator. It does not flag itself as an active ESG investor. The firm manages discretionary mandates across its client relationships.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 99%, Exchange Traded Equities 1%99%
  • Public Funds/Mutual Funds99%
  • Exchange Traded Equities1%

Owners & executives

2 of 2
  • JAMES SCHOENMAKER

    Chief Strategy OfficerCRD 2704722

  • JOHN SLAVIC

    President and Chief Executive OfficerCRD 1651153

Contacts

3 of 6
  • ROBERT WALSH

    Retirement Plan AdvisorCRD 6925939

  • BARBARA REDSTONE

    Head of SalesCRD 2814057

  • JEFFREY DICKERSON

    Vice PresidentCRD 2756394

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

BOCA RATON, FL

PALM BEACH

Location

BOCA RATON, FL

Headquartered in BOCA RATON, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.

Metro area
Miami-Port St. Lucie-Fort Lauderdale, FL
Region
South
County
PALM BEACH
Address
1075 Broken Sound Pkwy NW
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth