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Building 2SHELTERWOOD FINANCIAL SERVICES

Map pinNEW YORK, NY
Phone212-937-1020
NotebookSEC #801-67000
Total AUM
$62M
Employees
31
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
60 EAST 42ND STREET
SUITE 3410
NEW YORK
NY 10165
United States
Operating Hours
8:30 AM TO 6:00 PM
Monday - Friday
Phone
212-937-1020

ReceiptFinancials

Total AUM
$62M
Accounts
74
Discretionary
$62M
Accounts
74
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
NJNY

HandshakeAffiliates

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

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