Overview
Assets Under Management: $139 million
Headquarters: CORAL GABLES, FL
High-Net-Worth Clients: 42
Average Client Assets: $3 million
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 42
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 83.83
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 135
Discretionary Accounts: 135
Regulatory Filings
CRD Number: 316579
Last Filing Date: 2024-06-24 00:00:00
Website: https://shellmaninvest.com