$49.6M Total AUM
$49.6M Disc. AUM
-- 3Y CAGR
0 Employees
62 ADV. Clients
18 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail
- Platforms
- Available
- Established Date
- 02-08-2008
- Office Locations
- 1
Office Locations
-- Denville NJ
About Shapiro Asset Management, LLC
Shapiro Asset Management is an independent RIA in Denville, NJ providing personalized investment management and wealth advisory services to individuals and business entities. Portfolios are managed in separate accounts aligned to client goals and risk tolerance, with an all-cap equity or balanced equity-and-bond approach focused on meaningful total return and risk control. Uses ETFs and high-quality bonds; custody includes Schwab.
Team overview
-- AVG AGE
-- AVG AUM / ADVISOR
$800.5K AVG AUM / CLIENT
18.5 yrs AVG TENURE
0 Employees
0 Advisory Reps
0 RIA Reps
18yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
M
MARC JOEL SHAPIRO
Managing Partner, Principal
- CRD
- #4920352
- Ownership
- 75% or more
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $49,631,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $49,631,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available U.S. Government/Agency:
Available Corporate - Investment Grade:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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