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Christine Danita Ely

Shadowridge Asset Management, LLC

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About Christine Danita Ely

Christine Danita Ely is an Investment Advisor Representative at Shadowridge Asset Management, LLC. Christine is registered in Texas and has been in the industry since 2021. Christine holds the Series 65 - Uniform Investment Adviser Law Examination. Christine has experience in providing financial planning, pension consulting, and selection of other advisors. Christine also has experience in portfolio management for individuals. In addition to her work at Shadowridge Asset Management, LLC, Christine also works as an Astrological Consultant.

Firm Information

Christine Ely is currently registered with Shadowridge Asset Management, LLC. Shadowridge Asset Management, LLC is a Registered Investment Advisor located in Austin, TX. The firm manages over $108 million in assets for approximately 905 clients. Their services include financial planning, pension consulting, selection of other advisors, and portfolio management for individuals and corporations. They primarily serve high-net-worth individuals, individuals other than high-net-worth, and corporations or other businesses.
Shadowridge Asset Management, LLC

1001 S. CAPITAL OF TEXAS HIGHWAY

AUSTIN, TX 78746

$108.45M

Assets Under Management

8

Total Clients

5

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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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your 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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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.

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Christine Ely’s Registration & Firm History

TX

05/17/2021 - Present

Shadowridge Asset Management, LLC (AUSTIN TX)

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Licenses & Designations

IA

Issued 05/11/2021

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Christine Danita Ely.
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