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).
Total Assets Under Management13MILLION
Total Number of Accounts80ACCOUNTS
Average Account Value$163,328
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)