Claim Profile
SM

Shawn Douglas Mikol

GRACE CAPITAL·QUINCY, Massachusetts
Unclaimed Profile
400 CROWN COLONY DRIVE, QUINCY, MA 02169CRD# 5744323Firm CRD# 139771
01

About

Shawn Douglas Mikol is a registered financial advisor based in QUINCY, Massachusetts, affiliated with GRACE CAPITAL. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Client Types
Individuals
03

Firm Overview

Firm
GRACE CAPITAL
GRACE CAPITAL
AUM
$203M
Regulatory assets under management
Employees
4
Total firm employees
Services
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 5744323
Firm CRD# 139771
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in QUINCY?

Browse all registered financial advisors in QUINCY, Massachusetts or claim this profile if it's yours.

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Shawn Douglas Mikol offer?
Shawn Douglas Mikol specializes in Investment Management. Contact their office in QUINCY, Massachusetts for a consultation.
What are Shawn Douglas Mikol's credentials?
Shawn Douglas Mikol is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Shawn Douglas Mikol located?
Shawn Douglas Mikol is based in QUINCY, Massachusetts, working with GRACE CAPITAL. Their office serves clients in the QUINCY metropolitan area and surrounding communities.
How does Shawn Douglas Mikol charge for services?
Shawn Douglas Mikol's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is GRACE CAPITAL?
GRACE CAPITAL has approximately 4 employees and manages $203M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Browse by specialty