Unclaimed Profile

Shalin Mukund Shah

WINCORAM ASSET MANAGEMENT LLC·HOUSTON, Texas

Clean recordWINCORAM ASSET MANAGEMENT LLC

777 POST OAK BOULEVARD, HOUSTON, TX 77056CRD# 7335430Firm CRD# 312425

Profile Verification

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

Identity

Shalin Mukund Shah · HOUSTON, TX

Registration

CRD #7335430 · WINCORAM ASSET MANAGEMENT LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Shalin Mukund Shah is a registered financial advisor based in HOUSTON, Texas, affiliated with WINCORAM ASSET MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Retirement Planning

Wealth Management

Client Types

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

WINCORAM ASSET MANAGEMENT LLC

AUM

$2.4B

Regulatory assets under management

Employees

Total firm employees

View all advisors at WINCORAM ASSET MANAGEMENT LLC →

Services

Pension consulting

Selection of other advisers

Background

Compensation

Percentage of AUM

Performance-based fees

Regulatory

SEC/IARD CRD# 7335430

Firm CRD# 312425

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Shalin Mukund Shah offer?

Shalin Mukund Shah specializes in Retirement Planning, Wealth Management. Contact their office in HOUSTON, Texas for a consultation.

What are Shalin Mukund Shah's credentials?

Shalin Mukund Shah is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Shalin Mukund Shah located?

Shalin Mukund Shah is based in HOUSTON, Texas, working with WINCORAM ASSET MANAGEMENT LLC. Their office serves clients in the HOUSTON metropolitan area and surrounding communities.

How does Shalin Mukund Shah charge for services?

Shalin Mukund Shah's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is WINCORAM ASSET MANAGEMENT LLC?

WINCORAM ASSET MANAGEMENT LLC has approximately 18 employees and manages $2.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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