John Shao Portfolio Management, Inc.

John Shao Portfolio Management, Inc. (CRD# 120214) is a financial advisory firm headquartered in , . They manage $68,000,000 in 46 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    68
    MILLION
  • Total Number of Accounts
    46
    ACCOUNTS
  • Average Account Value
    $1,478,261
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

NC, OK, TX

Financial Advisors at John Shao Portfolio Management, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
John Shao
CRD#: 3020236
Arden, NC
96
Wealthminder
score

John Shao (CRD# 3020236) is an Investment Advisor Representative working at John Shao Portfolio Management, Inc. in Arden, NC and has over 18 years of experience in the finance industry.

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