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Building 2SHEA FINANCIAL ADVISORS

Map pin
Phone203-966-9651
NotebookSEC #801-132995
Total AUM
$118.6M
Employees
2
Clients
77

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
BY APPOINTMENT ONLY
Monday - Friday
Phone
203-966-9651
Other Offices
1

ReceiptFinancials

Total AUM
$118.6M
Accounts
215
Discretionary
$118.6M
Accounts
215
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
44
AUM
$16.7M
HNW Individual Clients
33
AUM
$101.9M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACTFLNYOHTX

HandshakeAffiliates

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

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