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Shannon Kathleen Mclaughlin

CA FAMILY WEALTH LLC·BEVERLY HILLS, California
Unclaimed Profile
9465 WILSHIRE BLVD., BEVERLY HILLS, CA 90212CRD# 1518897Firm CRD# 285229
01

About

Shannon Kathleen Mclaughlin is a registered financial advisor based in BEVERLY HILLS, California, affiliated with CA FAMILY WEALTH LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
CA FAMILY WEALTH LLC
BOULEVARD FAMILY WEALTH
AUM
$845M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at CA FAMILY WEALTH LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 1518897
Firm CRD# 285229
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Shannon Kathleen Mclaughlin offer?
Shannon Kathleen Mclaughlin specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in BEVERLY HILLS, California for a consultation.
What are Shannon Kathleen Mclaughlin's credentials?
Shannon Kathleen Mclaughlin is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Shannon Kathleen Mclaughlin located?
Shannon Kathleen Mclaughlin is based in BEVERLY HILLS, California, working with CA FAMILY WEALTH LLC. Their office serves clients in the BEVERLY HILLS metropolitan area and surrounding communities.
How does Shannon Kathleen Mclaughlin charge for services?
Shannon Kathleen Mclaughlin's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CA FAMILY WEALTH LLC?
CA FAMILY WEALTH LLC has approximately 5 employees and manages $845M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at CA FAMILY WEALTH LLC

Matthew Joseph Celenza
BEVERLY HILLS, CA
Andrea Shieh
BEVERLY HILLS, CA
Andrew G Aiello
BEVERLY HILLS, CA
Michelle Jumao-As Macalintal
LOS ANGELES, CA
Pamela Celenza
BEVERLY HILLS, CA

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Research
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