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Slavic Mutual Funds Management Corp.

Headquartered in BOCA RATON, FL

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Firm Information

Slavic Mutual Funds Management Corp. is a Boca Raton, Florida-based investment advisor with approximately $1 billion to $10 billion in assets under management. The firm provides financial planning, pension consulting, and portfolio management services to individuals, high-net-worth individuals, pension and profit-sharing plans, and other clients. Slavic Mutual Funds Management Corp. participates in wrap fee programs.

Slavic Mutual Funds Management Corp.

1075 BROKEN SOUND PARKWAY NW

BOCA RATON, FL 33487-3540

$5.59B

Assets Under Management

Not reported

Total Clients

11

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (2)

SLAVIC MUTUAL FUNDS MANAGEMENT CORP. has a total of 2 branch locations across the country.
location

BOCA RATON, FL

location

Highland, MI

Advisors at Slavic Mutual Funds Management Corp.

View All 11 Advisors
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Justin Lee Yocum

RA

BOCA RATON, FL

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Kurt Stephen Guinn

RA

BOCA RATON, FL

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John Julius Slavic

RA

BOCA RATON, FL

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Robert Thomas Walsh

RA

BOCA RATON, FL

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David Robert Slavic

RA

BOCA RATON, FL

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James Martin Schoenmaker

RA

BOCA RATON, FL

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Jeffrey Lynn Dickerson

RA

BOCA RATON, FL

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Unclaimed
Jennifer Vaughn Kerr

RA

BOCA RATON, FL

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Disclosures

There are no public disclosures for Slavic Mutual Funds Management Corp..

Frequently Asked Questions (7)

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