Investment adviser · CRD 123318

SHELTON FINANCIAL GROUP, INC.

Investment adviser filing (IA)

FORT WAYNE, IN, United States · Form ADV filed Nov 8, 2017

Regulatory AUM
$226M
Form ADV · Item 5.F
Client accounts
1,187
Accounts, not individual clients
Employees
13
Reported in this filing
Advisory professionals
6
Investment advisory functions

Private funds & service providers

0 Private funds

The 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: Nov 8, 2017. View historical filings

Reported services

Financial planning · Individual portfolio management · Selection of other advisers · Educational seminars

Compensation

Percentage of assets · Hourly · Fixed

Principal office

7617 WEST JEFFERSON BOULEVARD
FORT WAYNE, IN, 46804, United States

CRD 123318

Filing source

Form ADV 1150598 · Nov 8, 2017 · 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.