SA
SL ADVISORS, LLC
SEC Registered, https://americanenergyindices.com908-205-2955
Assets Under Management
$100M–$500M
Employees
4
Office Locations
3 offices
Total Accounts
50
About the firm
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
High Net WorthInvestment CompaniesPooled VehiclesPension/Profit SharingInsurance Companies
Who they serve
| Client segment | Clients | Assets managed |
|---|---|---|
| High Net Worth Individuals | 47 | $62M |
| Pension/Profit Sharing Plans | 1 | $3.0M |
0 total clients reported on Form ADV.
Leadership
Simon Anthony Lack
MANAGING MEMBER
Henry Maxwell Hoffman
PARTNER
Lori Ann Weston
CHIEF COMPLIANCE OFFICER
Office locations
3 offices in 1 states
HQ
Advisors at this firm
3 advisors in the directory
Regulatory & compliance
CRD number
#151495
SEC Number
801-80396
Disciplinary History
No
Fee Model & Minimums
Model: AUM
Data as of February 13, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
Website
americanenergyindices.comPhone
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Editorial disclosure
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. SL ADVISORS, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.