C.l. Sheldon & Company, LLC
C.l. Sheldon & Company, LLC (CRD# 152582) is a financial advisory firm headquartered in Alexandria, VA. They manage $69,161,309 in 463 accounts and serve the financial needs of clients across 5 states (or territories).
Current Firm Details
By the Numbers
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Total Assets Under Management69MILLION
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Total Number of Accounts463ACCOUNTS
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Average Account Value$149,376
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CO, FL, RI, TX, VA
Financial Advisors at C.l. Sheldon & Company, LLC
1
Curtis Sheldon (CRD# 5831786) is an Investment Advisor Representative working at C.l. Sheldon & Company, LLC in Fairfax Station, VA and has over 13 years of experience in the finance industry.
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