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Alison Bernstein Shulman

JUGGERNAUT MANAGEMENT, LLC·WASHINGTON, District of Columbia
Clean recordJUGGERNAUT MANAGEMENT, LLC
5301 WISCONSIN AVENUE NW, WASHINGTON, DC 20015CRD# 6024047Firm CRD# 160623

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Alison Bernstein Shulman · WASHINGTON, DC
Registration
CRD #6024047 · JUGGERNAUT MANAGEMENT, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Alison Bernstein Shulman is a registered financial advisor based in WASHINGTON, District of Columbia, affiliated with JUGGERNAUT MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
JUGGERNAUT MANAGEMENT, LLC
JUGGERNAUT MANAGEMENT, LLC
AUM
$1.5B
Regulatory assets under management
Employees
16
Total firm employees
View all advisors at JUGGERNAUT MANAGEMENT, LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Subscription fees
Performance-based fees
Other: PORTFOLIO COMPANY FEES
Regulatory
SEC/IARD CRD# 6024047
Firm CRD# 160623
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Alison Bernstein Shulman offer?
Alison Bernstein Shulman specializes in Retirement Planning. Contact their office in WASHINGTON, District of Columbia for a consultation.
What are Alison Bernstein Shulman's credentials?
Alison Bernstein Shulman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Alison Bernstein Shulman located?
Alison Bernstein Shulman is based in WASHINGTON, District of Columbia, working with JUGGERNAUT MANAGEMENT, LLC. Their office serves clients in the WASHINGTON metropolitan area and surrounding communities.
How does Alison Bernstein Shulman charge for services?
Alison Bernstein Shulman's firm is compensated through percentage of aum, subscription fees, performance-based fees, other: portfolio company fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is JUGGERNAUT MANAGEMENT, LLC?
JUGGERNAUT MANAGEMENT, LLC has approximately 16 employees and manages $1.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at JUGGERNAUT MANAGEMENT, LLC

Alexander Deegan
WASHINGTON, DC
Craig Michael Hille
WASHINGTON, DC
John David Shulman
WASHINGTON, DC
Kevin Joseph Kuntz
CHEVY CHASE, MD

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