Shone Asset Management LLC

Shone Asset Management LLC (CRD# 136101) is a financial advisory firm headquartered in Walnut Creek, CA. They manage $154,293,953 in 583 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    154
    MILLION
  • Total Number of Accounts
    583
    ACCOUNTS
  • Average Account Value
    $264,655
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, TX

Financial Advisors at Shone Asset Management LLC
Showing 1 - 4 of 4 top financial advisors.
1
Ira H. Fateman
CRD#: 1269629
50 California Street, Suite 1500, San Francisco, CA 94111
103
Wealthminder
score

Ira Fateman (CRD# 1269629) is an Investment Advisor Representative working at Shone Asset Management LLC d/b/a SAS Financial Advisors, LLC in San Francisco, CA and has over 15 years of experience in the finance industry. Ira Fateman 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 putclients' interests first and comply with the Financial Planning Practice Standards.  

 

Ira also has a M.Ed. in counseling and practices as a counselor/therapist previous to entering financial services.  In addition to maintaining his individual practice he teaches in the certificate in personal financial planning program at San Francisco State College of Extended Learning and teaches workshops for individual who want to do their own personal financial planning.  

2
Mark W. Shone
CRD#: 1979639
1676 N. California Boulevard, Ste 410, Walnut Creek, CA 94596
96
Wealthminder
score

Mark Shone (CRD# 1979639) is an Investment Advisor Representative working at Shone Asset Management LLC in Walnut Creek, CA and has over 24 years of experience in the finance industry. Mark Shone 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.

3
Gerardo Alvarado
CRD#: 4449393
2300 Contra Costa Blvd, Suite 220, Pleasant Hill, CA 94523
93
Wealthminder
score

Gerardo Alvarado (CRD# 4449393) is an Investment Advisor Representative working at Shone Asset Management LLC in Pleasant Hill, CA and has over 14 years of experience in the finance industry.

4
William A. Coates
CRD#: 2076213
2300 Contra Costa Blvd, Suite 220, Pleasant Hill, CA 94523
89
Wealthminder
score

William Coates (CRD# 2076213) is an Investment Advisor Representative working at Shone Asset Management LLC in Pleasant Hill, CA and has over 3 years of experience in the finance industry.

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