Investment adviser · CRD 157164
SHEAVLY FINANCIAL GROUP, INC.
Investment adviser filing (IA)
VIRGINIA BEACH, VA, United States · Form ADV filed May 31, 2012
- Regulatory AUM
- $29.6M Form ADV · Item 5.F
- Client accounts
- 306 Accounts, not individual clients
Not available in this filing: Employees, Advisory professionals.
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: May 31, 2012. View historical filings
Reported services
Individual portfolio management · Business portfolio management
Compensation
Percentage of assets · Hourly
Principal office
324 SOUTHPORT CIRCLE, SUITE 103VIRGINIA BEACH, VA, 23452, United States
CRD 157164
Filing source
Form ADV 648972 · May 31, 2012 · 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.