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SHELTON CAPITAL MANAGEMENT
DENVER, CO
800-955-9988
SEC #801-25205Total AUM
$6.5B
Employees
48Clients
1,500Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
1401 LAWRENCE STREET
SUITE 1550
DENVER
CO 80202
United States
SUITE 1550
DENVER
CO 80202
United States
Operating Hours
9:00AM - 5:00PM
Monday - Friday
Monday - Friday
Phone
800-955-9988
Other Offices
3
Financials
Total AUM
$6.5B
Accounts
1,500Discretionary
$6.2B
Accounts
1,499Non-Discretionary
$336.6M
Accounts
1
Clients
Individual Clients
1,151AUM
$509M
HNW Individual Clients
281AUM
$799.7M
Investment Company Clients
20AUM
$4.7B
Pension/Profit Sharing Plan Clients
10AUM
$460.8M
Charitable Organization Clients
10AUM
$17.8M
Government Entity Clients
1AUM
$520.1K
Corporation or Business Clients
27AUM
$34.7M
Services
Services Offered
Company Portfolio ManagementIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
AZCACOCTFLGAIDILLAMDNJNYOHPATNTXUTVAWAWI
Affiliates
Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.