SHILLA ADVISORY LLC
Firm details
- Headquarters
- MARLBOROUGH, Massachusetts
- CRD number
- 338692
- Fee structure
- Percentage of AUM, Fixed Fees
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Shilla Advisory LLC is a limited liability company that specializes in providing financial planning services and portfolio management for individuals and small businesses. The firm focuses on delivering tailored investment strategies that align with the unique financial goals of its clients. While it does not classify itself as a capital allocator or an active ESG investor, Shilla Advisory emphasizes a personalized approach to wealth management, ensuring that clients receive dedicated attention and customized financial solutions.
Assets & Accounts
Public Holdings
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
Owners & executives
1 of 1Maxime-Henri Crener
Chief Compliance OfficerCRD 8168079
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
MARLBOROUGH, MA
MIDDLESEX
Location
MARLBOROUGH, MA
Headquartered in MARLBOROUGH, 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
- 11 Apex Dr
- Time zone
- ET (UTC-5)
- Office locations
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