Investment adviser · CRD 167050
SHAREHOLDER SOLUTIONS, LLC
Investment adviser filing (IA)
ROSEMONT, PA, United States · Form ADV filed Feb 10, 2014
- Employees
- 5 Reported in this filing
- Advisory professionals
- 2 Investment advisory functions
Not available in this filing: Regulatory AUM, Client accounts.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Feb 10, 2014. View historical filings
Reported services
Not reported in these imported fields
Compensation
Subscription
Principal office
100 CHETWYND DRIVE, S-103ROSEMONT, PA, 19010, United States
CRD 167050
Filing source
Form ADV 784879 · Feb 10, 2014 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.