Appian Way Financial

Appian Way Financial (CRD# 168109) is a financial advisory firm headquartered in Pasadena, CA. They manage $98,687,005 in 303 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
680 E Colorado Blvd Ste 180, Pasadena, CA 91101
By the Numbers
  • Total Assets Under Management
    99
    MILLION
  • Total Number of Accounts
    303
    ACCOUNTS
  • Average Account Value
    $325,700
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
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Appian Way Financial
Showing 1 - 1 of 1 top financial advisors.
1
Kevin Sheldahl, financial advisor Pasadena CA
Kevin D. Sheldahl
CRD#: 4518489
680 E Colorado Blvd Ste 180, Pasadena, CA 91101

Kevin Sheldahl (CRD# 4518489) is an Investment Advisor Representative working at Appian Way Financial in Pasadena, CA and has over 21 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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