S
$28.0M Total AUM
$3.3M Disc. AUM
-- 3Y CAGR
1 Employees
90 ADV. Clients
6 yrs Firm Age
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- Custodian
- --
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 11-01-2019
- Office Locations
- 1
Office Locations
-- Jamestown NY
About Shift Fynancial
Shift Fynancial is a Jamestown-based RIA. The firm has been operating for 6 years. Managing $28.0M in total assets under management, with 1 advisory representatives.
Team overview
35 AVG AGE
$28.0M AVG AUM / ADVISOR
$310.8K AVG AUM / CLIENT
4.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
0 RIA Reps
6yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
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Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
ALEX ROBERT JOHNSON
Chief Executive Officer, President
- CRD
- #5956917
- 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 | $3,300,000 | -- |
| Non-Discretionary | $24,671,000 | -- |
| Total | $27,971,000 | -- |
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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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