Overview
Assets Under Management: $1.2 billion
Headquarters: ROCHESTER, NY
High-Net-Worth Clients: 182
Average Client Assets: $4 million
Frequently Asked Questions
W.G.SHAHEEN & ASSOCIATES,LTD. 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 #117307), W.G.SHAHEEN & ASSOCIATES,LTD. is subject to fiduciary duty under federal law.
W.G.SHAHEEN & ASSOCIATES,LTD. is headquartered in ROCHESTER, NY.
W.G.SHAHEEN & ASSOCIATES,LTD. serves 182 high-net-worth clients according to their SEC filing dated April 14, 2025. View client details ↓
According to their SEC Form ADV, W.G.SHAHEEN & ASSOCIATES,LTD. offers financial planning and portfolio management for individuals. View all service details ↓
W.G.SHAHEEN & ASSOCIATES,LTD. manages $1.2 billion in client assets according to their SEC filing dated April 14, 2025.
According to their SEC Form ADV, W.G.SHAHEEN & ASSOCIATES,LTD. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 182
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 69.27
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 1,744
Discretionary Accounts: 1,414
Non-Discretionary Accounts: 330
Regulatory Filings
CRD Number: 117307
Filing ID: 1979331
Last Filing Date: 2025-04-14 13:48:00
Website: https://dinsmorecomplianceservices.com