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Shellman Investment Management, LLC

Headquartered in CORAL GABLES, FL

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Firm Information

Shellman Investment Management, LLC is an investment advisor based in Coral Gables, Florida. The firm provides portfolio management services for individuals and has $139,445,177 in regulatory assets under management. They have 135 total accounts with 39 high-net-worth individuals and 63 other individuals as clients. Shellman Investment Management, LLC is registered with the SEC and can be found online at https://www.shellmaninvest.com/.

Shellman Investment Management, LLC

2525 PONCE DE LEON BLVD

CORAL GABLES, FL 33134

$139.45M

Assets Under Management

Not reported

Total Clients

Not reported

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)

SHELLMAN INVESTMENT MANAGEMENT, LLC has a total of 1 branch locations across the country.
location

CORAL GABLES, FL

Advisors at Shellman Investment Management, LLC

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Unclaimed
Agustin Etcheverry

RA

CORAL GABLES, FL

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Disclosures

There are no public disclosures for Shellman Investment Management, LLC.

Frequently Asked Questions (8)

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