SHINING ROCK ADVISORS LLC
Total AUM
$153.8M
Employees
2Clients
26Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
34 WALL STREET
ASHEVILLE
NC 28801
United States
ASHEVILLE
NC 28801
United States
Operating Hours
9AM-5PM
Monday - Friday
Monday - Friday
Phone
828-380-0071
Financials
Total AUM
$153.8M
Accounts
93Discretionary
$117.8M
Accounts
68Non-Discretionary
$36M
Accounts
25
Clients
Individual Clients
2AUM
$1.3M
HNW Individual Clients
23AUM
$148.5M
Charitable Organization Clients
1AUM
$4M
Services
Services Offered
Individual Portfolio Management
Compensation Types
Charges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
CANCTX
Affiliates
Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.