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- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 06-01-2018
- Office Locations
- 1
Office Locations
About Warwick Shore Advisors, LLC
Warwick Shore Advisors is an independent RIA providing institutional-style investment management and wealth guidance for endowments, foundations and high-net-worth families, with a fiduciary, objective approach. The firm runs quantitative portfolio strategies that monitor near- and intermediate-term market moves to forecast risk and the economic cycle, and also serves as a 401(k)/403(b)/457 plan advisor. Client accounts are custodied with Charles Schwab.
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Client Personas
Custodian
Investment Themes
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Owner & Executives
Paul Zachary Shelton Jr.
Chief Compliance Officer, Managing Member
- CRD
- #6824655
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $6,237,334 | -- |
| Non-Discretionary | $24,876 | -- |
| Total | $6,262,210 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Derivatives | Available | Available |
| Total | Available | Available |
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