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Building 2SHELGREN FINANCIAL GROUP, INC.

Map pinRENTON, WA
Phone425-251-5910
NotebookSEC #801-63827
Total AUM
$77M
Employees
31
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3900 E. VALLEY RD.
#202
RENTON
WA 98057
United States
Operating Hours
8:00AM TO 5:00PM
Monday - Friday
Phone
425-251-5910

ReceiptFinancials

Total AUM
$77M
Accounts
889
Discretionary
$75M
Accounts
864
Non-Discretionary
$2M
Accounts
25

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges CommissionCharges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AKAZCAHINYORWA

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

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