Overview
Assets Under Management: $139 million
Headquarters: CORAL GABLES, FL
High-Net-Worth Clients: 42
Average Client Assets: $3 million
Frequently Asked Questions
SHELLMAN INVESTMENT MANAGEMENT, LLC 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 #316579), SHELLMAN INVESTMENT MANAGEMENT, LLC is subject to fiduciary duty under federal law.
SHELLMAN INVESTMENT MANAGEMENT, LLC is headquartered in CORAL GABLES, FL.
SHELLMAN INVESTMENT MANAGEMENT, LLC serves 42 high-net-worth clients according to their SEC filing dated June 24, 2024. View client details ↓
According to their SEC Form ADV, SHELLMAN INVESTMENT MANAGEMENT, LLC offers portfolio management for individuals. View all service details ↓
SHELLMAN INVESTMENT MANAGEMENT, LLC manages $139 million in client assets according to their SEC filing dated June 24, 2024.
According to their SEC Form ADV, SHELLMAN INVESTMENT MANAGEMENT, LLC serves high-net-worth individuals. View client details ↓
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