Sign in
Create a free account
KENNETH SHAVELSON INVESTMENT ADVISORS, LLC
561-241-8708
SEC #801-64455Total AUM
$15M
Employees
3Clients
0Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
Operating Hours
8:00AM TO 5:00PM
Monday - Friday
Monday - Friday
Phone
561-241-8708
Financials
Total AUM
$15M
Accounts
25Discretionary
$0
Accounts
0Non-Discretionary
$15M
Accounts
25
Clients
None reported
Services
Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUMCharges Performance-Based
Compliance
Disclosures
None reported
State Registrations
FL
Affiliates
Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.