S
$106.5M Total AUM
$106.5M Disc. AUM
-- 3Y CAGR
2 Employees
89 ADV. Clients
2 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Interactive Brokers
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 12-08-2023
- Office Locations
- 1
Office Locations
2121 Ponce DE Leon Blvd STE 405 Coral Gables FL
About Shaw Financial Solutions LLC
Shaw Financial Solutions LLC is a Coral Gables-based RIA. The firm has been operating for 2 years. Managing $106.5M in total assets under management, with 2 advisory representatives. They custody assets with Charles Schwab & Company and Interactive Brokers.
Team overview
-- AVG AGE
$53.2M AVG AUM / ADVISOR
$1.2M AVG AUM / CLIENT
2.1 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
2yrs Firm Age
Insights
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Asset Classes
Available
Investment Themes
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Investment Vehicles
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Services
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Owner & Executives
L
LAWRENCE JULIAN SHAW
Owner
- CRD
- #4710990
- Ownership
- 75% or more
Available
Available
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JENNIFER REBECCA TAUB
CFP , Chief Compliance Officer
- CRD
- #4810991
- Ownership
- Less than 5%
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Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $106,450,752 | -- |
| Non-Discretionary | $0 | -- |
| Total | $106,450,752 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available Public Funds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Public Funds | Available | Available |
| Total | Available | Available |
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