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John Julius Slavic

Slavic Mutual Funds Management Corp.

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About John Julius Slavic

John Slavic is a financial advisor with over 30 years of experience in the financial services industry. John has held various positions including Officer/Owner of Slavic Mutual Funds Management Corp, Slavic Integrated Administration Inc, Slavic Renewable Resources LLC, 1075 NW Broken Sound Parkway LLC and Eagle Aviation LLC. John is currently registered with the state of Florida as an Investment Advisor Representative. John's firm, Slavic Mutual Funds Management Corp, specializes in providing financial planning and portfolio management services to individuals, businesses, and pension and profit-sharing plans. The firm manages over $5.5 billion in assets.

Firm Information

John Slavic is currently registered with Slavic Mutual Funds Management Corp.. 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.

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John Slavic’s Registration & Firm History

FL

05/24/2013 - Present

Slavic Mutual Funds Management Corp. (BOCA RATON FL)

FL

11/04/1988 - 11/08/2019

SLAVIC INVESTMENT CORPORATION (BOCA RATON FL)

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Licenses & Designations

BOTH

Issued 12/27/2006

Series 66 - Uniform Combined State Law Examination

IA

Issued 04/07/2003

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/30/1989

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/08/1988

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/20/1988

Series 7 - General Securities Representative Examination

BC

Issued 03/18/1987

Series 2 - Non-Member General Securities Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for John Julius Slavic. Review regulatory record here.
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