Be advised. This firm is no longer registered.

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
31365 Oak Crest Drive, Suite 200, Westlake Village, CA 91361
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
The map below shows states where this firm has explicit registration only.

CA, TX

Financial Advisors at Shanley Asset Management, Inc.
No Advisor Found.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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