S
$118.6M Total AUM
$118.6M Disc. AUM
-- 3Y CAGR
2 Employees
79 ADV. Clients
11 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 02-23-2015
- Office Locations
- 2
Office Locations
-- NEW Richmond OH
-- Norwalk CT
About Shea Financial Advisors
Shea Financial Advisors is a Norwalk-based RIA with 2 offices. The firm has been operating for 11 years. Managing $118.6M in total assets under management, with 2 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
-- AVG AGE
$59.3M AVG AUM / ADVISOR
$1.5M AVG AUM / CLIENT
6.3 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
11yrs Firm Age
Insights
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Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
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Owner & Executives
B
BRIAN MICHAEL SHEA
Chief Compliance Officer, Owner
- CRD
- #2558739
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
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M
MATTHEW ALBERT YERKES
Investment Advisor Representative
- CRD
- #4547403
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $118,601,474 | $551,635 |
| Non-Discretionary | $0 | -- |
| Total | $118,601,474 | $551,635 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available U.S. Government/Agency:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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