1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2SHANLEY ASSET MANAGEMENT, INC.

Map pinWESTLAKE VILLAGE, CA
Phone805-777-1780
NotebookSEC #801-63400
Total AUM
$39.2M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
340 N. WESTLAKE BLVD.
SUITE 230
WESTLAKE VILLAGE
CA 91362
United States
Operating Hours
6:30 A.M. - 3:30 P.M.
Monday - Friday
Phone
805-777-1780

ReceiptFinancials

Total AUM
$39.2M
Accounts
31
Discretionary
$38.7M
Accounts
30
Non-Discretionary
$572.8K
Accounts
1

ContactClients

View more in analytics →

None reported

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Individual Portfolio ManagementPension Consulting
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
CATX

HandshakeAffiliates

View all affiliates →

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

Feature requires an account