Shaller Associates

Shaller Associates (CRD# 128543) is a financial advisory firm headquartered in Boulder, CO. They manage $41,665,728 in 37 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    42
    MILLION
  • Total Number of Accounts
    37
    ACCOUNTS
  • Average Account Value
    $1,126,101
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • 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.

CO

Financial Advisors at Shaller Associates
Showing 1 - 1 of 1 top financial advisors.
1
Douglas R. Shaller
CRD#: 4716963
Newton, MA
87
Wealthminder
score

Douglas Shaller (CRD# 4716963) is an Investment Advisor Representative working at Shaller Associates in Newton, MA and has 1 year of experience in the finance industry.

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