C
$2.2M Total AUM
$2.0M Disc. AUM
-- 3Y CAGR
1 Employees
0 ADV. Clients
1 yrs Firm Age
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- Custodian
- --
- Clients
- Retail
- Platforms
- --
- Established Date
- 02-07-2025
- Office Locations
- 1
Office Locations
-- Dover NH
About Chez Shea LLC
Chez Shea LLC is a Dover-based RIA. The firm has been operating for 1 years. Managing $2.2M in total assets under management, with 1 advisory representatives.
Team overview
-- AVG AGE
$2.2M AVG AUM / ADVISOR
-- AVG AUM / CLIENT
1.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
1yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
K
KATHRYN ELIZABETH SHEA
Owner
- CRD
- #4869718
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,960,572 | -- |
| Non-Discretionary | $248,807 | -- |
| Total | $2,209,379 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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