Steven
Slomberg
Familywealth
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About this Advisor
Steven Slomberg is a financial advisor who works in Stow, Ohio with 5 years of industry experience. Slomberg is an advisor for Familywealth. During their career, the advisor has held roles at Richfield Orion International, Familywealth Advisers, LLC, Advisersource.Com and Variable Investment Advisors Inc. Slomberg is approved to serve investors in Ohio. Familywealth is an advisory business that has its headquarters in Lake Mary, FL. The firm has offices in nine locations and a total of 14 financial advisors. It has $263 million in assets among its 606 accounts, placing it among the mid-sized financial advisory firms in the country by assets under management. Of its 606 accounts, just 5% are held by high-net-worth individuals who have at least $1 million in assets available to invest. Familywealth has a wide set of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and other services. Fees for financial advice typically are based on the type of financial services offered. However, fees charged by Familywealth can consist of any blend of asset-based and fixed fees.
Years Registered*
Services Offered
Fee Structure
Office Location
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Familywealth Brokerage Details
$263,329,287
14
606
$434,537
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Other
Steven Slomberg Work History
Steven has been registered as a financial advisor for 5 years.*
Familywealth Advisers, LLC
Variable Investment Advisors Inc
Advisersource.Com
Richfield Orion International
*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 Steven Slomberg 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 Familywealth
Pensacola, FL
Lake Mary, FL
Arlington, TX
Palo Alto, CA
Lake Mary, FL
Stow, OH
Panama City Beach, FL
Dallas, TX
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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