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SHELTER ROCK MANAGEMENT, LLC

Tel: 516-605-2215
375 North Broadway
Suite 207
Jericho, New York  11753

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SHELTER ROCK MANAGEMENT, LLC

SHELTER ROCK MANAGEMENT, LLC is a Jericho, New York based financial advisory firm with nearly $206,212,472 in assets under management and provides investment advisory services for 278 clients. There are currently 7 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses

Fee Structure:

A percentage of AUM

Firm CRD#:

142739

SEC#:

801-77651

No. of Clients:

278

Assets under Management

$206,212,472

No. of Advisors:

7

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