Shining Rock Advisors LLC
Shining Rock Advisors LLC (CRD# 311295) is a financial advisory firm headquartered in , . They manage $160,643,938 in 65 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
Shining Rock Advisors LLC
By the Numbers
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Total Assets Under Management161MILLION
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Total Number of Accounts65ACCOUNTS
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Average Account Value$2,471,445
Compensation Options
- A percentage of assets under your management
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
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Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, NC
Financial Advisors at Shining Rock Advisors LLC
1
Sage Barfield (CRD# 7309486) is an Investment Advisor Representative working at Shining Rock Advisors LLC in Alexander, NC and has over 3 years of experience in the finance industry.
2
Julie Guest (CRD# 7309484) is an Investment Advisor Representative working at Shining Rock Advisors LLC in Alexander, NC and has over 5 years of experience in the finance industry.
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