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Xiuyun Nmn Shi

O'SHAUGHNESSY ASSET MANAGEMENT, LLC·STAMFORD, Connecticut
Unclaimed Profile
6 SUBURBAN AVENUE, STAMFORD, CT 06901-2012CRD# 7234871Firm CRD# 144594
01

About

Xiuyun Nmn Shi is a registered financial advisor based in STAMFORD, Connecticut, affiliated with O'SHAUGHNESSY ASSET MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Institutional Investors
Pension & Retirement Plans
03

Firm Overview

Firm
O'SHAUGHNESSY ASSET MANAGEMENT, LLC
O'SHAUGHNESSY ASSET MANAGEMENT, LLC
AUM
$12.6B
Regulatory assets under management
Employees
81
Total firm employees
View all advisors at O'SHAUGHNESSY ASSET MANAGEMENT, LLC →
Services
Portfolio management (individuals)
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Performance-based fees
Other: ASSETS UNDER ADVISEMENT (FOR UMA)
Regulatory
SEC/IARD CRD# 7234871
Firm CRD# 144594
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Xiuyun Nmn Shi offer?
Xiuyun Nmn Shi specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in STAMFORD, Connecticut for a consultation.
What are Xiuyun Nmn Shi's credentials?
Xiuyun Nmn Shi is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Xiuyun Nmn Shi located?
Xiuyun Nmn Shi is based in STAMFORD, Connecticut, working with O'SHAUGHNESSY ASSET MANAGEMENT, LLC. Their office serves clients in the STAMFORD metropolitan area and surrounding communities.
How does Xiuyun Nmn Shi charge for services?
Xiuyun Nmn Shi's firm is compensated through percentage of aum, performance-based fees, other: assets under advisement (for uma). Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is O'SHAUGHNESSY ASSET MANAGEMENT, LLC?
O'SHAUGHNESSY ASSET MANAGEMENT, LLC has approximately 81 employees and manages $12.6B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in STAMFORD
Scott Michael Bartone — O'SHAUGHNESSY ASSET MANAGEMENT, LLCLouis Peter Lawrence — FLAG CAPITAL MANAGEMENT, LLCPeter Lockwood Denious — FLAG CAPITAL MANAGEMENT, LLCJames Henry Gasperoni — FLAG CAPITAL MANAGEMENT, LLCCharles Buckley — HAMILTON ROBINSON LLC
Nearby cities in Connecticut
GREENWICH (1150)WESTPORT (338)HARTFORD (225)DARIEN (222)NORWALK (134)
City Guides
GREENWICH GuideWESTPORT GuideHARTFORD GuideDARIEN GuideNORWALK Guide
Research
Advisor Fees in ConnecticutNational Fee Analysis
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