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).
Total Assets Under Management68MILLION
Total Number of Accounts46ACCOUNTS
Average Account Value$1,478,261
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
NC, OK, TX
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.