Shb Advisors

Shb Advisors (CRD# 170529) is a financial advisory firm headquartered in Washington, DC. They manage $18,350,982 in 5 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
1050 30th St Nw, Washington, DC 20007
https://www.linkedin.com/company/11048901/
By the Numbers
  • Total Assets Under Management
    18
    MILLION
  • Total Number of Accounts
    5
    ACCOUNTS
  • Average Account Value
    $3,670,196
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

DC

Financial Advisors at Shb Advisors
Showing 1 - 1 of 1 top financial advisors.
1
Samir Bhatt, financial advisor Washington DC
Samir H. Bhatt
CRD#: 2961708
1050 30th St Nw, Washington, DC 20007

Samir Bhatt (CRD# 2961708) is an Investment Advisor Representative working at Shb Advisors in Washington, DC and has over 26 years of experience in the finance industry.

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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