Overview
Assets Under Management: $566 million
Headquarters: ATLANTA, GA
High-Net-Worth Clients: 199
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 199
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 78.40
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 1,316
Discretionary Accounts: 1,316
Regulatory Filings
CRD Number: 105302
Last Filing Date: 2025-01-22 00:00:00
Website: https://sh-advisors.com