1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2SHELTER ROCK MANAGEMENT, LLC

Map pinJERICHO, NY
Phone516-605-2215
NotebookSEC #801-77651
Total AUM
$232M
Employees
6
Clients
142

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
375 NORTH BROADWAY
SUITE 207
JERICHO
NY 11753
United States
Operating Hours
9AM-5PM
Monday - Friday
Phone
516-605-2215

ReceiptFinancials

Total AUM
$232M
Accounts
286
Discretionary
$171.2M
Accounts
278
Non-Discretionary
$60.8M
Accounts
8

ContactClients

View more in analytics →

Individual Clients
42
AUM
$20.7M
HNW Individual Clients
91
AUM
$146.8M
Pension/Profit Sharing Plan Clients
1
AUM
$3.7M
Corporation or Business Clients
8
AUM
$60.8M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAMONY

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account