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SHIELD WEALTH ADVISORS

Tel: 833-457-1040
2809 Wehrle Drive
Suite 9
Williamsville, New York  14221

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SHIELD WEALTH ADVISORS

SHIELD WEALTH ADVISORS is a Williamsville, New York based financial advisory firm with nearly $60,730,929 in assets under management and provides investment advisory services for 268 clients. There are currently 3 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses , Selection for other advisors , Education seminars/workshops

Fee Structure:

A percentage of AUM, Hourly charges

Firm CRD#:

309538

SEC#:

801-119094

No. of Clients:

268

Assets under Management

$60,730,929

No. of Advisors:

3

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