Be advised. This firm is no longer registered.

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
By the Numbers
  • Total Assets Under Management
    67
    MILLION
  • Total Number of Accounts
    144
    ACCOUNTS
  • 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
The map below shows states where this firm has explicit registration only.

CT

Financial Advisors at Shields Tax & Investment Management
No Advisor Found.
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