Shield Wealth Management
Shield Wealth Management (CRD# 155499) is a financial advisory firm headquartered in Sausalito, CA. They manage $12,183,568 in 108 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management12MILLION
Total Number of Accounts108ACCOUNTS
Average Account Value$112,811
- 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
- Publication of periodicals or newsletters
Bugra Bakan (CRD# 4524172) is an Investment Advisor Representative working at Shield Wealth Management in Sausalito, CA and has over 16 years of experience in the finance industry. Bugra Bakan has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.