Shelby Wealth Management
Shelby Wealth Management (CRD# 127389) is a financial advisory firm headquartered in , . They manage $8,179,960 in 16 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
Shelby Wealth Management
By the Numbers
-
Total Assets Under Management8MILLION
-
Total Number of Accounts16ACCOUNTS
-
Average Account Value$511,248
Compensation Options
- A percentage of assets under your management
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
HI, NM
Financial Advisors at Shelby Wealth Management
1
Bruce Fillpot (CRD# 2164455) is an Investment Advisor Representative working at Shelby Wealth Management in Albuquerque, NM and has over 32 years of experience in the finance industry.
Ready to hire a financial advisor?
Get competitive proposals from multiple advisors.