James
Slater
Abbit Management Corp
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About this Advisor
James Slater is a financial advisor who works in Grand Haven, Michigan who has 11 years of industry experience. Slater currently works for Abbit Management Corp. They have spent the entirety of their time as a financial advisor at Abbit Management Corp. Slater maintains Series 63 and Series 66 licenses, qualifying them as a securities representative, and is able to work in Michigan. Abbit Management Corp is an advisory company operating out of Grand Haven, MI. It administers $199 million in assets among its 424 customer accounts, making it one of the mid-sized financial advisory firms in the nation by assets under management. Of its 424 customer accounts, just 3% are held by high-net-worth investors who have at least $1 million in investable assets. Abbit Management Corp has a number of services, including portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Financial advisory fees usually depend on which services are provided. Fee types charged by Abbit Management Corp typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Abbit Management Corp Brokerage Details
$199,189,152
7
424
$469,786
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
James Slater Work History
James has been registered as a financial advisor for 11 years.*
Abbit Management Corp
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of James Slater to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Abbit Management Corp
Grand Haven, MI
Grand Haven, MI
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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