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William Martin Shettle

PHILADELPHIA INVESTMENT MANAGEMENT CO·POCOMOKE, Maryland
Clean recordPHILADELPHIA INVESTMENT MANAGEMENT CO
105 CLARKE AVENUE, POCOMOKE, MD 21851CRD# 1399613Firm CRD# 105391

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
William Martin Shettle · POCOMOKE, MD
Registration
CRD #1399613 · PHILADELPHIA INVESTMENT MANAGEMENT CO
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

William Martin 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
Introduction

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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# 1399613
Firm CRD# 105391
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does William Martin Shettle offer?
William Martin Shettle specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in POCOMOKE, Maryland for a consultation.
What are William Martin Shettle's credentials?
William Martin Shettle is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is William Martin Shettle located?
William Martin 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 William Martin Shettle charge for services?
William Martin 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 at PHILADELPHIA INVESTMENT MANAGEMENT CO

John Paul Behrend
POCOMOKE, MD
Renee Wellford Shettle
POCOMOKE, MD

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Maryland
BETHESDA (414)BALTIMORE (405)CHEVY CHASE (181)ROCKVILLE (143)HUNT VALLEY (94)TOWSON (88)ANNAPOLIS (74)GAITHERSBURG (65)COLUMBIA (54)OWINGS MILLS (46)
City Guides
BETHESDA GuideBALTIMORE GuideCHEVY CHASE GuideROCKVILLE GuideHUNT VALLEY Guide
Research
Advisor Fees in MarylandNational Fee Analysis
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