Sheffield Investments LLC
Sheffield Investments LLC (CRD# 170443) is a financial advisory firm headquartered in , . They manage $550,000 in 7 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management1MILLION
Total Number of Accounts7ACCOUNTS
Average Account Value$78,571
- 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
David Sheffield (CRD# 6296441) is an Investment Advisor Representative working at Sheffield Investments LLC in Phoenix, MD and has over 4 years of experience in the finance industry.