SLR Financial

Finance · California, United States · 11-50 Employees

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Overview

Headquarters

7655 Redwood Blvd Ste G, Novato, Califor...

Phone Number

(415) 408-3658

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Jan
Feb
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ZI Rank
1
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About SLR Financial

SLR Financial is an independent registered investment advisory firm based in the United States, providing a range of services including financial planning, asset management, and tax preparation since 2012. The firm emphasizes a personalized approach, believing that clients define their assets rather than the other way around. SLR Financial aims to assist individuals and families in managing their financial futures effectively. They offer complimentary reviews to potential clients to discuss how their services can meet specific financial needs.Explore more
SLR Financial's Social MediaPopular SearchesSlr FinancialSlr Financial LLCSlr LLCSLR Financial IncSlrfinancialSIC Code 62,628NAICS Code 52,523Show more

SLR Financial Org Chart

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RL
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Director, Business Development

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

SLR Financial

<$5M
11-50
Private
-
2012
RL
Ron La BruzzoDirector, Business Development
<$5M
1-10
Private
-
2007
Kasia Marczyk, President & Founder at Anchor Wealth Management Group
Kasia MarczykPresident & Founder
<$5M
1-10
Private
-
2014
CA
Christopher AcevesVirtual Marketing Assistant
<$5M
1-10
Private
-
2006
WR
William RenyeDirector, Portfolio Management
<$5M
1-10
Private
-
2004
AU
Allison UrbanClient Service Associate
<$5M
11-50
Private
-
2006
WM
Wanda McLevisManager, Operations
<$5M
1-10
Private
-
2005
AG
Ahuva GruenChief Financial Officer
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

SLR Financial is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

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

SLR Financial Tech Stack

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SLR Financial News & Media

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Frequently Asked Questions Regarding SLR Financial

What is SLR Financial's official website?
SLR Financial's official website is www.slrfinancial.com
What is SLR Financial's Revenue?
SLR Financial's revenue is <$5 Million
What is SLR Financial's SIC code?
SLR Financial's SIC: 62,628
What is SLR Financial's NAICS code?
SLR Financial's NAICS: 52,523
How many employees does SLR Financial have?
SLR Financial has 11-50 employees
What industry does SLR Financial belong to?
SLR Financial is in the industry of: Finance, Securities Trading
What is SLR Financial competition?
SLR Financial top competitors include: Income Planning Group, Anchor Wealth Management Group, AG Financial Services, John Bailey Financial
What technology does SLR Financial use?
Some of the popular technologies that SLR Financial uses are: Sentry, Proofpoint, WixStores, F5 BIG-IP Platform
How do I contact SLR Financial?
SLR Financial contact info: Phone number: (415) 408-3658 Website: www.slrfinancial.com
What does SLR Financial do?

SLR Financial is an independent registered investment advisory firm based in the United States, providing a range of services including financial planning, asset management, and tax preparation since 2012. The firm emphasizes a personalized approach, believing that clients define their assets rather than the other way around. SLR Financial aims to... assist individuals and families in managing their financial futures effectively. They offer complimentary reviews to potential clients to discuss how their services can meet specific financial needs.Read More

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

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