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Shelli Janeen Black

IHP CAPITAL PARTNERS·NEWPORT BEACH, California
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100 BAYVIEW CIRCLE, NEWPORT BEACH, CA 92660CRD# 6931939Firm CRD# 162620
01

About

Shelli Janeen Black is a registered financial advisor based in NEWPORT BEACH, California, affiliated with IHP CAPITAL PARTNERS. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
IHP CAPITAL PARTNERS
IHP CAPITAL PARTNERS
AUM
$698M
Regulatory assets under management
Employees
31
Total firm employees
View all advisors at IHP CAPITAL PARTNERS →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Subscription fees
Performance-based fees
Other: PERCENTAGE OF REVENUE OR COSTS
Regulatory
SEC/IARD CRD# 6931939
Firm CRD# 162620
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Shelli Janeen Black offer?
Shelli Janeen Black specializes in Retirement Planning. Contact their office in NEWPORT BEACH, California for a consultation.
What are Shelli Janeen Black's credentials?
Shelli Janeen Black is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Shelli Janeen Black located?
Shelli Janeen Black is based in NEWPORT BEACH, California, working with IHP CAPITAL PARTNERS. Their office serves clients in the NEWPORT BEACH metropolitan area and surrounding communities.
How does Shelli Janeen Black charge for services?
Shelli Janeen Black's firm is compensated through percentage of aum, subscription fees, performance-based fees, other: percentage of revenue or costs. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is IHP CAPITAL PARTNERS?
IHP CAPITAL PARTNERS has approximately 31 employees and manages $698M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Richard Stefan Whiteley — IHP CAPITAL PARTNERSDaniel Lubeck — SOLIS CAPITAL PARTNERS II, LLCCraig Jonathan Dupper — SOLIS CAPITAL PARTNERS II, LLCJoshua Eldredge Harmsen — ANKONA MANAGEMENT, LLCLaine Ryhiner Ainsworth — BEACON POINTE WEALTH ADVISORS, LLC
Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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