Shields Tax & Investment Management
Shields Tax & Investment Management (CRD# 107795) is a financial advisory firm headquartered in , . They manage $67,480,744 in 144 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Shields Tax & Investment Management
By the Numbers
-
Total Assets Under Management67MILLION
-
Total Number of Accounts144ACCOUNTS
-
Average Account Value$468,616
Compensation Options
- A percentage of assets under your management
- Hourly charges
Advisory Services Offered
- Financial planning services
- 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.
CT
Financial Advisors at Shields Tax & Investment Management
No Advisor Found.
Ready to hire a financial advisor?
Get competitive proposals from multiple advisors.