Shanley Asset Management, Inc.

Shanley Asset Management, Inc. (CRD# 132405) is a financial advisory firm headquartered in Westlake Village, CA. They manage $37,753,059 in 111 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    38
    MILLION
  • Total Number of Accounts
    111
    ACCOUNTS
  • Average Account Value
    $340,118
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
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, TX

Financial Advisors at Shanley Asset Management, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Kevin R. Shanley
CRD#: 724868
340 N. Westlake Blvd, Suite 245, Westlake Village, CA 91362
93
Wealthminder
score

Kevin Shanley (CRD# 724868) is an Investment Advisor Representative working at Shanley Asset Management, Inc. in Westlake Village, CA and has over 31 years of experience in the finance industry.

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