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SHELTON WEALTH MANAGEMENT, LLC
Tel: (817) 415-2877
100 Throckmorton Street Suite 300
Fort Worth, Texas 76102
SHELTON WEALTH MANAGEMENT, LLC
SHELTON WEALTH MANAGEMENT, LLC is a Fort Worth, Texas based financial advisory firm with nearly $290,657,040 in assets under management and provides investment advisory services for 419 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 , Portfolio management for businesses or institutional clients
Fee Structure:
A percentage of AUM, Hourly charges, Fixed fees
Firm CRD#:
312686
SEC#:
801-120423
No. of Clients:
419
Assets under Management
$290,657,040
No. of Advisors:
3
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