Shapiro Asset Management, LLC

Overview

Shapiro Asset Management, LLC is an independent, New Jersey–based investment adviser organized as an LLC and owned by an individual principal. The firm serves individual and family clients on a fee basis (percentage of AUM) and positions itself as a capital allocator: it provides financial planning, discretionary portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and the selection of outside advisers. The firm does not identify as an active ESG investor and its adviser scope is focused rather than multistate or pension consulting.

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Public Holdings

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Location & Offices