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Charles Edward Shearer

WHITFORD ASSET MANAGEMENT LLC·PHILADELPHIA, Pennsylvania
Unclaimed Profile
2001 MARKET STREET, PHILADELPHIA, PA 19103CRD# 2410375Firm CRD# 287884
01

About

Charles Edward Shearer is a registered financial advisor based in PHILADELPHIA, Pennsylvania, affiliated with WHITFORD ASSET MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Institutional Investors
03

Firm Overview

Firm
REVOLUTION CAPITAL ADVISORS LLC
REVOLUTION CAPITAL ADVISORS LLC
AUM
$8M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at REVOLUTION CAPITAL ADVISORS LLC →
Services
Portfolio management (pooled investments)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 2410375
Firm CRD# 287884
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Charles Edward Shearer offer?
Charles Edward Shearer specializes in Investment Management, Fee-Only Advisory. Contact their office in PHILADELPHIA, Pennsylvania for a consultation.
What are Charles Edward Shearer's credentials?
Charles Edward Shearer is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Charles Edward Shearer located?
Charles Edward Shearer is based in PHILADELPHIA, Pennsylvania, working with WHITFORD ASSET MANAGEMENT LLC. Their office serves clients in the PHILADELPHIA metropolitan area and surrounding communities.
How does Charles Edward Shearer charge for services?
Charles Edward Shearer'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 WHITFORD ASSET MANAGEMENT LLC?
WHITFORD ASSET MANAGEMENT LLC has approximately 3 employees and manages $8M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Pennsylvania
PITTSBURGH (541)RADNOR (221)WAYNE (201)CONSHOHOCKEN (146)BERWYN (136)
City Guides
PITTSBURGH GuideRADNOR GuideWAYNE GuideCONSHOHOCKEN GuideBERWYN Guide
Research
Advisor Fees in PennsylvaniaNational Fee Analysis
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