Overview
Assets Under Management: $291 million
Headquarters: FORT WORTH, TX
High-Net-Worth Clients: 89
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 89
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 94.15
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 419
Discretionary Accounts: 256
Non-Discretionary Accounts: 163
Regulatory Filings
CRD Number: 312686
Last Filing Date: 2024-05-06 00:00:00
Website: https://sheltonwealth.com