AdvisorOS Directory
Claim Profile
AS

Ann Marie Shaw-Kremer

JAMES CAPITAL ALLIANCE INC·XENIA, Ohio
Unclaimed Profile
1349 FAIRGROUND ROAD, XENIA, OH 45385-9514CRD# 2253982Firm CRD# 107078
01

About

Ann Marie Shaw-Kremer is a registered financial advisor based in XENIA, Ohio, affiliated with JAMES CAPITAL ALLIANCE INC. 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
JAMES CAPITAL ALLIANCE INC
JAMES CAPITAL ALLIANCE INC
AUM
$274M
Regulatory assets under management
Employees
7
Total firm employees
View all advisors at JAMES CAPITAL ALLIANCE INC →
Services
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 2253982
Firm CRD# 107078
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in XENIA?

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

Browse XENIA AdvisorsAre you this advisor? Claim profile

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 Ann Marie Shaw-Kremer offer?
Ann Marie Shaw-Kremer specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in XENIA, Ohio for a consultation.
What are Ann Marie Shaw-Kremer's credentials?
Ann Marie Shaw-Kremer is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Ann Marie Shaw-Kremer located?
Ann Marie Shaw-Kremer is based in XENIA, Ohio, working with JAMES CAPITAL ALLIANCE INC. Their office serves clients in the XENIA metropolitan area and surrounding communities.
How does Ann Marie Shaw-Kremer charge for services?
Ann Marie Shaw-Kremer'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 JAMES CAPITAL ALLIANCE INC?
JAMES CAPITAL ALLIANCE INC has approximately 7 employees and manages $274M 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 →
Other advisors in XENIA
Francis Edward James — JAMES INVESTMENT RESEARCH INCFrancis E James — JAMES INVESTMENT RESEARCH INCBarry Ray James — JAMES INVESTMENT RESEARCH INCThomas Lee Mangan — JAMES INVESTMENT RESEARCH INCLesley Dawn Ott — JAMES INVESTMENT RESEARCH INC
Nearby cities in Ohio
CINCINNATI (755)CLEVELAND (395)COLUMBUS (392)BEACHWOOD (138)DUBLIN (93)
City Guides
CINCINNATI GuideCLEVELAND GuideCOLUMBUS GuideBEACHWOOD GuideDUBLIN Guide
Research
Advisor Fees in OhioNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile