This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Altruist · SSG · Truist Bank
- Clients
- Retail
- Platforms
- Available
- Established Date
- 01-11-2011
- Office Locations
- 3
Office Locations
About C.l. Sheldon & Company, LLC
C.L. Sheldon & Company is a fee-only fiduciary RIA providing financial planning and wealth management for active-duty and retired military families, with a specialty in transitioning senior officers. Services include military/VA benefits integration, tax planning and preparation, risk management, retirement and estate planning, and diversified portfolio management focused on cost and tax efficiency. Custodies accounts on Altruist.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
CURTIS LEE SHELDON
Certified Financial Planner, Chief Compliance Officer, Managing Member, President
- CRD
- #5831786
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
TONIA MARIE PEASLEY
--
- CRD
- #6518145
TYLER BRADLEY WEST
--
- CRD
- #8218162
Showing 2 of 3 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $110,683,215 | -- |
| Total | $110,683,215 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
Continue browsing