Overview
Assets Under Management: $119 million
High-Net-Worth Clients: 33
Average Client Assets: $3.1 million
Frequently Asked Questions
SHEA FINANCIAL ADVISORS is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #125606), SHEA FINANCIAL ADVISORS is subject to fiduciary duty under federal law.
SHEA FINANCIAL ADVISORS serves 33 high-net-worth clients according to their SEC filing dated March 23, 2026. View client details ↓
According to their SEC Form ADV, SHEA FINANCIAL ADVISORS offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
SHEA FINANCIAL ADVISORS manages $119 million in client assets according to their SEC filing dated March 23, 2026.
According to their SEC Form ADV, SHEA FINANCIAL ADVISORS serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 33
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 85.96%
Average Client Assets: $3.1 million
Total Client Accounts: 215
Discretionary Accounts: 215
Regulatory Filings
CRD Number: 125606
Filing ID: 2066784
Last Filing Date: 2026-03-23 10:44:36