SHA Advisory
RIASEC Registered
Total AUM
$1.5M
Discretionary
$1.5M
100% of AUM
Avg account
$375K
Accounts
4
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 330626
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Hourly Charges
- Client types
- Individuals100%
Firm profile
FINTRXOverview
Sha Advisory operates as a sole proprietorship focused on providing financial advisory services primarily to individuals and families. The firm employs an hourly fee structure, allowing for flexibility in its service offerings. While it does not classify itself as a capital allocator or pension consultant, it engages in various advisory activities tailored to its clients' needs. The firm does not actively pursue ESG investments and is not registered as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- US Government Bonds50%
- Cash & Cash Equivalents35%
- Non-Exchange Traded Equities10%
- Derivatives5%
Contacts
1 of 1
Steven Altman
Sole ProprietorCRD 7388796
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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