Shelton Financial Advisors, LLC
Shelton Financial Advisors, LLC (CRD# 137248) is a financial advisory firm headquartered in , . They manage $93,906,302 in 105 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Shelton Financial Advisors, LLC
By the Numbers
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Total Assets Under Management94MILLION
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Total Number of Accounts105ACCOUNTS
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Average Account Value$894,346
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.
CA
Financial Advisors at Shelton Financial Advisors, LLC
1
Matthew Shelton (CRD# 2465266) is an Investment Advisor Representative working at Shelton Financial Advisors, LLC in Mill Valley, CA and has over 29 years of experience in the finance industry.
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