Shields & Company, Inc.
Firm details
- Headquarters
- Waltham, Massachusetts
- CRD number
- 30000
- Registered since
- March 18, 1992
- Website
- www.shieldsco.com
Firm profile
FINTRXOverview
Shields & Company, Inc. is organized as a corporation and is classified in the source data as an investment bank. The firm is owned by an individual and the dataset indicates it does not act as a capital allocator. Other flagged attributes include that it is not an active ESG investor, not designated as a multistate adviser, not a newly formed adviser, not a pension consultant, and not listed as a related adviser. The firm has not provided public detail in this dataset about its fee model, target clients, specific business lines, or advisory activities.
Assets & Accounts
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
Location
Waltham, MA
Middlesex
Location
Waltham, MA
Headquartered in Waltham, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- Middlesex
- Address
- 800 South St
- Time zone
- ET (UTC-5)
- Office locations
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