Top Shelf Advisors
RIAState Registered
Total AUM
$2.4M
Discretionary
$2.4M
100% of AUM
Avg account
$78.1K
Accounts
31
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 316463
- Website
- topshelfadvisors.com
- Custodians
- INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM
- Client types
- Individuals100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Top Shelf Advisors is an independent, individually owned registered investment adviser that provides fee-based portfolio management primarily for individuals and small businesses. The firm charges a percentage-of-AUM fee and focuses on direct portfolio management rather than institutional or pension consulting. It does not identify as an ESG investor and is not positioned as a multi-state or related adviser.
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
Asset composition
- Exchange Traded Equities65%
- Cash & Cash Equivalents35%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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