SLOAN ADVISORY GROUP, INC.
CRD #284325 SEC #801-108115 GLENS FALLS, NY 888-978-8880
SEC Registered
Total AUM
$53.8M
Discretionary
$53.8M
Employees
1
Clients
26
Accounts
120
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2025 | $53.8M | $53.8M | $0 | 1 | 3 |
| Aug 2024 | $50.9M | $50.9M | $0 | 1 | 3 |
| Feb 2024 | $50.9M | $50.9M | $0 | 1 | 3 |
| Nov 2023 | $49M | $49M | $0 | 1 | 6 |
| Sep 2023 | $49M | $49M | $0 | 1 | 6 |
| Feb 2023 | $43.9M | $43.9M | $0 | 1 | 6 |
| Feb 2022 | $43.3M | $43.3M | $0 | 1 | 8 |
| Feb 2022 | $43.3M | $43.3M | $0 | 1 | 8 |
| Oct 2021 | $37.2M | $37.2M | $0 | 1 | 0 |
| Mar 2021 | $37.2M | $37.2M | $0 | 1 | 0 |
| Jun 2020 | $33.4M | $33.4M | $0 | 2 | 7 |
| Mar 2020 | $33.4M | $33.4M | $0 | 2 | 7 |
| Feb 2019 | $32.4M | $24.3M | $8.2M | 2 | 7 |
| Aug 2018 | $32M | $1.4M | $30.7M | 1 | 5 |
| Jul 2018 | $32M | $1.4M | $30.7M | 1 | 5 |
| Mar 2018 | $32M | $1.4M | $30.7M | 1 | 5 |
| Dec 2017 | $25.2M | $7.4M | $17.9M | 1 | 64 |
| Feb 2017 | $25.2M | $7.4M | $17.9M | 1 | 26 |
| Dec 2016 | $0 | $0 | $0 | 1 | 0 |
| Oct 2016 | $0 | $0 | $0 | 1 | 0 |
| Sep 2016 | $0 | $0 | $0 | 1 | 0 |
| Sep 2016 | $0 | $0 | $0 | 1 | 0 |
| Sep 2016 | $0 | $0 | $0 | 1 | 0 |
| Jul 2016 | $0 | $0 | $0 | 1 | 0 |
| Jul 2016 | $0 | $0 | $0 | 1 | 0 |
DateFeb 2025
Total AUM$53.8M
Discretionary$53.8M
Non-Disc.$0
Employees1
Clients3
DateAug 2024
Total AUM$50.9M
Discretionary$50.9M
Non-Disc.$0
Employees1
Clients3
DateFeb 2024
Total AUM$50.9M
Discretionary$50.9M
Non-Disc.$0
Employees1
Clients3
DateNov 2023
Total AUM$49M
Discretionary$49M
Non-Disc.$0
Employees1
Clients6
DateSep 2023
Total AUM$49M
Discretionary$49M
Non-Disc.$0
Employees1
Clients6
DateFeb 2023
Total AUM$43.9M
Discretionary$43.9M
Non-Disc.$0
Employees1
Clients6
DateFeb 2022
Total AUM$43.3M
Discretionary$43.3M
Non-Disc.$0
Employees1
Clients8
DateFeb 2022
Total AUM$43.3M
Discretionary$43.3M
Non-Disc.$0
Employees1
Clients8
DateOct 2021
Total AUM$37.2M
Discretionary$37.2M
Non-Disc.$0
Employees1
Clients0
DateMar 2021
Total AUM$37.2M
Discretionary$37.2M
Non-Disc.$0
Employees1
Clients0
DateJun 2020
Total AUM$33.4M
Discretionary$33.4M
Non-Disc.$0
Employees2
Clients7
DateMar 2020
Total AUM$33.4M
Discretionary$33.4M
Non-Disc.$0
Employees2
Clients7
DateFeb 2019
Total AUM$32.4M
Discretionary$24.3M
Non-Disc.$8.2M
Employees2
Clients7
DateAug 2018
Total AUM$32M
Discretionary$1.4M
Non-Disc.$30.7M
Employees1
Clients5
DateJul 2018
Total AUM$32M
Discretionary$1.4M
Non-Disc.$30.7M
Employees1
Clients5
DateMar 2018
Total AUM$32M
Discretionary$1.4M
Non-Disc.$30.7M
Employees1
Clients5
DateDec 2017
Total AUM$25.2M
Discretionary$7.4M
Non-Disc.$17.9M
Employees1
Clients64
DateFeb 2017
Total AUM$25.2M
Discretionary$7.4M
Non-Disc.$17.9M
Employees1
Clients26
DateDec 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateOct 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateSep 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateSep 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateSep 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateJul 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateJul 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0