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Building 2SHANLEY & ASSOCIATES, INC.

Map pinSAN LUIS OBISPO, CA
Phone(805) 783-7470
NotebookSEC #801-63667
Total AUM
$11.7M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1060 PALM STREET
SUITE E
SAN LUIS OBISPO
CA 93401
USA
Operating Hours
8:00 A.M. - 5:00 P.M.
Monday - Friday
Phone
(805) 783-7470

ReceiptFinancials

Total AUM
$11.7M
Accounts
21
Discretionary
$9.8M
Accounts
18
Non-Discretionary
$1.9M
Accounts
3

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension ConsultingPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations

None reported

HandshakeAffiliates

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

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