50
Growth Score in past quarter
pts
Heat Score 50 in past quarter
-22 pts
Company Performance Metrics
Score
Trend
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Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
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Slate Peak Financial Svcs. LLC provides financial planning and investment management as a registered adviser.
- Ian Rea: Founder
About the Company
Slate Peak Financial Svcs. LLC offers financial planning and investment management services. It operates as a registered investment adviser, providing advisory services primarily in the Commonwealth of Massachusetts. The company focuses on helping clients meet their financial goals through strategic planning and investment management, adhering to a
philosophy that emphasizes the importance of financial security for overall well-being beyond just meeting basic needs.