$88.9M Total AUM
$0 Disc. AUM
9.5% 3Y CAGR
1 Employees
25 ADV. Clients
12 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Fidelity/NFS ยท Merrill Lynch
- Clients
- Retail
- Platforms
- Available
- Established Date
- 07-21-2014
- Office Locations
- 1
Office Locations
-- Bronxville NY
About Shfp, LLC
SHFP, LLC is a Bronxville, NY boutique RIA providing financial planning, tax and estate planning, insurance guidance, and portfolio construction for individuals and entrepreneurs. Portfolios use ETFs and mutual funds with fixed-income and annuity exposure. Assets are custodied with Fidelity/NFS and Merrill Lynch; advice is delivered on a non-discretionary basis and the firm uses Twenty Over Ten.
Team overview
-- AVG AGE
$88.9M AVG AUM / ADVISOR
$3.6M AVG AUM / CLIENT
5.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
12yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
S
STEVEN PAUL COPELAND
Chief Compliance Officer, Managing Member
- CRD
- #4689211
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $88,892,000 | $548,716 |
| Total | $88,892,000 | $548,716 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available Municipal Bonds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
Continue browsing