Shadowbrook Private Wealth LLC
Firm details
- Headquarters
- ,
- CRD number
- 317772
- Website
- www.shadowbrookwealth.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI94.97%
- Individuals5.03%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Shadowbrook Private Wealth LLC is an independent, individually owned registered investment adviser organized as an LLC that focuses on financial planning and portfolio management for individuals, families and small businesses. The firm charges fees based on a percentage of assets under management and operates primarily as a discretionary portfolio manager. It does not identify as an active ESG investor and is not categorized as a multi-state or pension consultant adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
- Exchange Traded Equities78%
- US Government Bonds13%
- Public Funds/Mutual Funds6%
- Private Funds2%
- Cash & Cash Equivalents1%
Contacts
1 of 1
Tiberiu Marian
Founder & Portfolio ManagerCRD 6069812
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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