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Ann Marie Shaw-Kremer

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

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Ann Marie Shaw-Kremer · XENIA, OH
Registration
CRD #2253982 · JAMES CAPITAL ALLIANCE INC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
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
Introduction

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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
View on FINRA BrokerCheck →

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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.
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Michael James Mcgraw
XENIA, OH

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