Sha Advisory
RIAState 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 is a small, independent sole-proprietorship RIA based in Utah that advises individual and family clients. The firm is run by an individual owner and bills clients on an hourly basis rather than AUM- or commission-based schedules. Investment activity shows a clear tilt toward fixed-income strategies, with U.S. government bonds representing the largest single exposure. SHA Advisory does not describe itself as an ESG investor and does not operate as a multi-state adviser or pension consultant.
Assets & Accounts
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%
Owners & executives
FINTRXContacts
FINTRXWealth 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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