Shanley & Associates, Inc.

Shanley & Associates, Inc. (CRD# 133321) is a financial advisory firm headquartered in San Luis Obispo, CA. They manage $13,066,200 in 80 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    13
    MILLION
  • Total Number of Accounts
    80
    ACCOUNTS
  • Average Account Value
    $163,328
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
  • Selection of other advisers (including private fund managers)
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.

CA

Financial Advisors at Shanley & Associates, Inc.
No Advisor Found.
Ready to hire a financial advisor? Get competitive proposals from multiple advisors.