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Building 2SHUTTLEWORTH & COMPANY

Map pinPOWELL, OH
Phone614-760-7738
NotebookSEC #801-120895
Total AUM
$173M
Employees
3
Clients
206

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3807 ATTUCKS DRIVE
POWELL
OH 43065
United States
Operating Hours
9:00 A.M. - 5:00 P.M.
Monday - Friday
Phone
614-760-7738

ReceiptFinancials

Total AUM
$173M
Accounts
483
Discretionary
$173M
Accounts
483
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
142
AUM
$37.9M
HNW Individual Clients
56
AUM
$124.4M
Pension/Profit Sharing Plan Clients
6
AUM
$7.3M
Charitable Organization Clients
1
AUM
$3.2M
Corporation or Business Clients
1
AUM
$225.7K

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLINOHTX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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