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Building 2SHELLMAN INVESTMENT MANAGEMENT, LLC

Map pinCORAL GABLES, FL
Phone(786) 655-6180
NotebookSEC #801-123508
Total AUM
$209.6M
Employees
4
Clients
134

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2525 PONCE DE LEON BLVD
#300
CORAL GABLES
FL 33134
United States
Operating Hours
9:00AM - 5:00PM
Monday - Friday
Phone
(786) 655-6180

ReceiptFinancials

Total AUM
$209.6M
Accounts
178
Discretionary
$209.6M
Accounts
178
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
40
AUM
$36.7M
HNW Individual Clients
93
AUM
$148.1M
Corporation or Business Clients
1
AUM
$24.8M

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FL

HandshakeAffiliates

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Affiliates
Reported 5 business affiliates.
Claimed Affiliates
Reported as an affiliate by 2 other businesses.

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