Slipstream Advisors

Finance · Texas, United States · 11-50 Employees

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Overview

Headquarters

16911 Cottonwood Way, Houston, Texas, 77...

Phone Number

(203) 450-4459

Revenue

$5.5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Dec
Jan
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Mar
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ZI Rank
1
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About Slipstream Advisors

Slipstream provides customized investment advisory solutions for its Clients. This is achieved through continuous personal Client contact and interaction while providing discretionary investment management and consulting services. Slipstream works with each Client to identify their investment goals and objectives as well as risk tolerance and financial situation in order to create a portfolio allocation. Slipstream will then construct a portfolio, based on its proprietary investment strategies, consisting of exchange-listed securities, mutual funds and/or options to achieve the Client's investment goals. The Advisor may also utilize individual bonds and other types of securities to meet the needs of its Clients. Slipstream's investment approach seeks first to find relative value within equity sectors and to target positions to through a sector rotation model to take advantage of these values. Slipstream will also apply its approach to other asset classes, including commodity and financRead more
Slipstream Advisors's Social MediaPopular SearchesSlipstream Advisors LLCSlipstream Advisor MarketingSlipstream Advisor Marketing LLCSlipstream AdvisorsSlipstreamadvisormarketing ComSIC Code 62,628NAICS Code 52,523Show more

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Slipstream Advisors

$5.5M
11-50
Private
-
2011
N/A
$7.7M
11-50
Private
-
1988
TF
Theresa FanningChief Operating Officer
<$5M
1-10
Private
-
2003
N/A
<$5M
1-10
Private
-
2014
JQ
Jaime QuiñonesFounder & Wealth Management Advisor
<$5M
1-10
Private
-
2006
HC
Henry CoddingtonAdministrative Assistant. Branch Professional
<$5M
1-10
Private
-
1995
KA
Kimberly AdamsManager, Operations
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Slipstream Advisors is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Slipstream Advisors is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Slipstream Advisors.

Slipstream Advisors Tech Stack

A closer look at the technologies used by Slipstream Advisors

Top Finance Companies

Frequently Asked Questions Regarding Slipstream Advisors

What is Slipstream Advisors's official website?
Slipstream Advisors's official website is www.slipstreamadvisormarketing.com
What is Slipstream Advisors's Revenue?
Slipstream Advisors's revenue is $5.5 Million
What is Slipstream Advisors's SIC code?
Slipstream Advisors's SIC: 62,628
What is Slipstream Advisors's NAICS code?
Slipstream Advisors's NAICS: 52,523
How many employees does Slipstream Advisors have?
Slipstream Advisors has 11-50 employees
What industry does Slipstream Advisors belong to?
Slipstream Advisors is in the industry of: Finance, Securities Trading
What is Slipstream Advisors competition?
Slipstream Advisors top competitors include: Montecito Capital Management Group, Gaskin Asset Management, Evanson Asset Management, Clarus Wealth Advisors
What technology does Slipstream Advisors use?
Some of the popular technologies that Slipstream Advisors uses are: Google Universal Analytics, Google Font API, Cloudflare Security, Google Workspace
How do I contact Slipstream Advisors?
Slipstream Advisors contact info: Phone number: (203) 450-4459 Website: www.slipstreamadvisormarketing.com
What does Slipstream Advisors do?

Slipstream provides customized investment advisory solutions for its Clients. This is achieved through continuous personal Client contact and interaction while providing discretionary investment management and consulting services. Slipstream works with each Client to identify their investment goals and objectives as well as risk tolerance and finan... cial situation in order to create a portfolio allocation. Slipstream will then construct a portfolio, based on its proprietary investment strategies, consisting of exchange-listed securities, mutual funds and/or options to achieve the Client's investment goals. The Advisor may also utilize individual bonds and other types of securities to meet the needs of its Clients. Slipstream's investment approach seeks first to find relative value within equity sectors and to target positions to through a sector rotation model to take advantage of these values. Slipstream will also apply its approach to other asset classes, including commodity and financial futures and geographic differences in world markets. Slipstream's investment strategy includes long-term and short-term investment decisions to meet the objectives of its investment strategies. Slipstream will construct, implement and monitor the portfolio to ensure it meets the goals, objectives, circumstances, and risk tolerance agreed to by the Client. Each Client will have the opportunity to place reasonable restrictions on the types of investments to be held in their respective portfolio, subject to the acceptance by the Advisor. Slipstream evaluates and selects investments for inclusion in Client portfolios only after applying their internal due diligence process. Slipstream may recommend, on occasion, redistributing investment allocations to diversify the portfolio. Slipstream may recommend specific positions to increase sector or asset class weightings. The Advisor may recommend employing cash positions as a possible hedge against market movement, which may adversely affect the portfolio. Slipstream may recommend ...Read More

What are Slipstream Advisors social media links?
Slipstream Advisors Linkedin page
Is Slipstream Advisors a public company?
Slipstream Advisors is private company therefore does not currently have an official ticker symbol
See more information about Slipstream Advisors

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