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Building 2SHELTON FINANCIAL GROUP, INC.

Map pinFORT WAYNE, IN
Phone260-436-7006
NotebookSEC #801-70142
Total AUM
$226.2M
Employees
13
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
7617 WEST JEFFERSON BOULEVARD
FORT WAYNE
IN 46804
United States
Operating Hours
8:00 A.M - 5:00 P.M.
Monday - Friday
Phone
260-436-7006
Other Offices
3

ReceiptFinancials

Total AUM
$226.2M
Accounts
1,187
Discretionary
$226.2M
Accounts
1,187
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures
SEC/CFTC False Statement FindingSEC/CFTC Order EntrySEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation Finding
State Registrations
FLINOH

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

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