SLAVIC MUTUAL FUNDS MANAGEMENT CORP.
Firm details
- Headquarters
- BOCA RATON, Florida
- CRD number
- 113833
- Registered since
- April 3, 1987
- Website
- www.slavic401k.com
- 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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds99%
- Exchange Traded Equities1%
Owners & executives
2 of 2JAMES SCHOENMAKER
Chief Strategy OfficerCRD 2704722
JOHN SLAVIC
President and Chief Executive OfficerCRD 1651153
Contacts
3 of 6ROBERT WALSH
Retirement Plan AdvisorCRD 6925939
BARBARA REDSTONE
Head of SalesCRD 2814057
JEFFREY DICKERSON
Vice PresidentCRD 2756394
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
Similar firms
ACASTA PARTNERS US LLC
RIABOCA RATON, FL
SUN CAPITAL ADVISORS, L.P.
RIABOCA RATON, FL
FOURTH SAIL CAPITAL US LP
RIABOCA RATON, FL
AE INDUSTRIAL PARTNERS, LP
RIABOCA RATON, FL
PHASE 3 CAPITAL MANAGEMENT LLC
RIABOCA RATON, FL
ISAM FUNDS (USA) LLC
RIABOCA RATON, FL