Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shalin? Claim Your ProfileShalin Shah is an Investment Advisor Representative at Ascent Investment Advisory LLC, based in Troy, MI. Shalin is a Chartered Financial Analyst and specializes in Portfolio Management for Individuals and Financial Planning. Shalin has been with Ascent Investment Advisory LLC since January 2021. Prior to joining Ascent, Shalin was a Treasury Manager at Mastercard and previously worked at Deloitte. Shalin has a total of 4 clients with $452,735 in assets under management. Shalin’s firm provides advisory services including Financial Planning and Portfolio Management for Individuals. The firm manages both discretionary and non-discretionary accounts and primarily serves individuals. Shalin also provides advisory services for other Investment Advisers. The firm's compensation arrangements include fixed fees, hourly charges and a percentage of assets.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
MI
07/27/2021 - Present
Ascent (TROY MI)
Active
Inactive
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