Unclaimed Profile

Shana Ashley Weiss

VALSTONE PARTNERS VI, LLC·BIRMINGHAM, Michigan

Clean recordVALSTONE PARTNERS VI, LLC

260 E. BROWN ST., BIRMINGHAM, MI 48009CRD# 6772382Firm CRD# 300629

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Shana Ashley Weiss · BIRMINGHAM, MI

Registration

CRD #6772382 · VALSTONE PARTNERS VI, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Shana Ashley Weiss is a registered financial advisor based in BIRMINGHAM, Michigan, affiliated with VALSTONE PARTNERS VI, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Retirement Planning

Client Types

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

VALSTONE PARTNERS VI, LLC

VALSTONE PARTNERS VI

AUM

$754M

Regulatory assets under management

Employees

Total firm employees

View all advisors at VALSTONE PARTNERS VI, LLC →

Services

Pension consulting

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Performance-based fees

Regulatory

SEC/IARD CRD# 6772382

Firm CRD# 300629

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Shana Ashley Weiss offer?

Shana Ashley Weiss specializes in Retirement Planning. Contact their office in BIRMINGHAM, Michigan for a consultation.

What are Shana Ashley Weiss's credentials?

Shana Ashley Weiss is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Shana Ashley Weiss located?

Shana Ashley Weiss is based in BIRMINGHAM, Michigan, working with VALSTONE PARTNERS VI, LLC. Their office serves clients in the BIRMINGHAM metropolitan area and surrounding communities.

How does Shana Ashley Weiss charge for services?

Shana Ashley Weiss's firm is compensated through percentage of aum, hourly charges, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is VALSTONE PARTNERS VI, LLC?

VALSTONE PARTNERS VI, LLC has approximately 9 employees and manages $754M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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