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Building 2DUDLEY & SHANLEY, INC.

Map pinPALM BEACH, FL
Phone561-855-4742
NotebookSEC #801-72572
Total AUM
$746.8M
Employees
5
Clients
51

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
205 WORTH AVENUE
#311
PALM BEACH
FL 33480-4618
United States
Operating Hours
9:00 A.M. - 5:00 P.M.
Monday - Friday
Phone
561-855-4742
Other Offices
2

ReceiptFinancials

Total AUM
$746.8M
Accounts
51
Discretionary
$746.8M
Accounts
51
Non-Discretionary
$0
Accounts
0

ContactClients

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HNW Individual Clients
45
AUM
$423.2M
Pooled Vehicle Clients
3
AUM
$261.1M
Charitable Organization Clients
3
AUM
$62.5M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementOther ServicesPooled Vehicle Portfolio Management
Other Services
GENERAL NON-DISCRETIONARY INVESTMENT ADVICE AND LIMITED OVERSIGHT AUTHORITY OVER CLIENT'S INVESTMENT MANAGERS.
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
COFLNJ

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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