Shelton Financial Advisors, LLC
Shelton Financial Advisors, LLC (CRD# 137248) is a financial advisory firm headquartered in , . They manage $100,911,424 in 27 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Shelton Financial Advisors, LLC
By the Numbers
-
Total Assets Under Management101MILLION
-
Total Number of Accounts27ACCOUNTS
-
Average Account Value$3,737,460
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 30 years of experience in the finance industry.
Ready to hire a financial advisor?
Get competitive proposals from multiple advisors.