SHFP, LLC
Total AUM
$88.9M
Employees
1Clients
25Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
Operating Hours
8:30 A.M. TO 6:00 P.M.
Monday - Friday
Monday - Friday
Phone
(914) 282-0023
Financials
Total AUM
$88.9M
Accounts
162Discretionary
$0
Accounts
0Non-Discretionary
$88.9M
Accounts
162
Clients
Individual Clients
5AUM
$2.8M
HNW Individual Clients
20AUM
$86.1M
Services
Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
NY
Affiliates
Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.