James
Slater

Abbit Management Corp

CRD#2112002
Investment Advisor
in Grand Haven, MI

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About this Advisor

James Slater is a financial advisor based in Grand Haven, Michigan, working with Abbit Management Corp. James has previously held a position at Abbit Management Corp. James has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Michigan. Currently, James is part of Abbit Management Corp, which operates out of Grand Haven, Michigan. The firm has 6 employees and manages assets totaling $213.9 million. The firm serves high-net-worth clients and offers services including portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Abbit Management Corp includes asset-based fees.

Certifications and Registrations

Series 63, Series 66

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets

Office Location

16986 Robbins Rd Suite 100
Grand Haven, MI 49417

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Abbit Management Corp Brokerage Details

Total Assets Under Management

$213,881,309

MI Average: $943,424,332
Total Number of Employees

6

MI Average: 21
Total Number of Accounts

456

MI Average: 1,586
Average Account Size

$469,038

MI Average: $594,845

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

2012 - Present (12 years)

Abbit Management Corp

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

James Slater
Grand Haven, MI
Samuel Westers
Grand Haven, MI
Joseph Risselade
Grand Haven, MI

The content in this profile was updated by SmartAsset on 6/19/2024. 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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