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Renee Wellford Shettle

PHILADELPHIA INVESTMENT MANAGEMENT CO·POCOMOKE, Maryland
Unclaimed Profile
105 CLARKE AVENUE, POCOMOKE, MD 21851CRD# 4338578Firm CRD# 105391
01

About

Renee Wellford Shettle is a registered financial advisor based in POCOMOKE, Maryland, affiliated with PHILADELPHIA INVESTMENT MANAGEMENT CO. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
03

Firm Overview

Firm
PHILADELPHIA INVESTMENT MANAGEMENT CO
PHILADELPHIA INVESTMENT MANAGEMENT CO
AUM
$75M
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at PHILADELPHIA INVESTMENT MANAGEMENT CO →
Services
Portfolio management (individuals)
Selection of other advisers
Market timing services
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 4338578
Firm CRD# 105391
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Renee Wellford Shettle offer?
Renee Wellford Shettle specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in POCOMOKE, Maryland for a consultation.
What are Renee Wellford Shettle's credentials?
Renee Wellford Shettle is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Renee Wellford Shettle located?
Renee Wellford Shettle is based in POCOMOKE, Maryland, working with PHILADELPHIA INVESTMENT MANAGEMENT CO. Their office serves clients in the POCOMOKE metropolitan area and surrounding communities.
How does Renee Wellford Shettle charge for services?
Renee Wellford Shettle's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PHILADELPHIA INVESTMENT MANAGEMENT CO?
PHILADELPHIA INVESTMENT MANAGEMENT CO has approximately 1 employees and manages $75M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in POCOMOKE
John Paul Behrend — PHILADELPHIA INVESTMENT MANAGEMENT COWilliam Martin Shettle — PHILADELPHIA INVESTMENT MANAGEMENT CO
Nearby cities in Maryland
BETHESDA (414)BALTIMORE (405)CHEVY CHASE (181)ROCKVILLE (143)HUNT VALLEY (94)
City Guides
BETHESDA GuideBALTIMORE GuideCHEVY CHASE GuideROCKVILLE GuideHUNT VALLEY Guide
Research
Advisor Fees in MarylandNational Fee Analysis
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