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Dudley & Shanley, Inc.

Headquartered in PALM BEACH, FL

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Firm Information

Dudley & Shanley, Inc. is an investment advisor headquartered in PALM BEACH, FL. The firm provides general non-discretionary investment advice and limited oversight authority over client's investment managers. They primarily serve high-net-worth individuals, charitable organizations, and pooled investment vehicles.

Dudley & Shanley, Inc.

205 WORTH AVENUE

PALM BEACH, FL 33480-4618

$659.94M

Assets Under Management

1

Total Clients

3

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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general non-discretionary investment advice and limited oversight authority over client's investment managers.

General non-discretionary investment advice and limited oversight authority over client's investment managers.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (3)

DUDLEY & SHANLEY, INC. has a total of 3 branch locations across the country.
location

DURANGO, CO

location

Red Bank, NJ

location

PALM BEACH, FL

Advisors at Dudley & Shanley, Inc.

View All 3 Advisors
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Gregory Richard Greene

CFA®, RA

Red Bank, NJ

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Henry Claypool Dudley

RA

DURANGO, CO

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Unclaimed
Frank Emmett Shanley

RA

PALM BEACH, FL

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Disclosures

There are no public disclosures for Dudley & Shanley, Inc..

Frequently Asked Questions (8)

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