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First Shelbourne

Headquartered in COMMACK, NY

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Firm Information

First Shelbourne is an investment advisor that primarily manages portfolios for individuals. They do not offer financial planning services, and they have $6,010,200 in regulatory assets under management.

First Shelbourne

$6.01M

Assets Under Management

Not reported

Total Clients

1

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.

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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percentage of assets

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

Branch Locations (1)

FIRST SHELBOURNE has a total of 1 branch locations across the country.
location

COMMACK, NY

Advisors at First Shelbourne

View All 1 Advisors
Unclaimed
Christopher James Wargas

RA

COMMACK, NY

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Disclosures

There are no public disclosures for First Shelbourne.

Frequently Asked Questions (7)

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