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SHIELDS TAX & INVESTMENT MANAGEMENT
772-581-1270
SEC #801-57109Total AUM
$35.1M
Employees
3Clients
0Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
Operating Hours
9AM-5PM
Monday - Friday
Monday - Friday
Phone
772-581-1270
Financials
Total AUM
$35.1M
Accounts
95Discretionary
$35.1M
Accounts
95Non-Discretionary
$0
Accounts
0
Clients
None reported
Services
Services Offered
Financial PlanningIndividual Portfolio ManagementOther Services
Other Services
INCOME TAX PREPARATION
Compensation Types
Charges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
CTFLMENJTX
Affiliates
Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.