Shellcrest Financial LLC

Overview

Shellcrest Financial LLC is organized as a limited liability company owned by an individual and identifies itself as a capital allocator. The firm lists a mix of advisory services, including financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, pension consulting services, and selection of other advisers. Its stated fee arrangements include a percentage-of-AUM option as well as hourly and fixed-fee engagements. The FINTRX snapshot flags the adviser as not active in ESG investing and not registered as a multi-state adviser or a related or newly formed adviser.

Assets & Accounts