Unclaimed Profile

Shane Dale Dir

HIDDEN COVE WEALTH MANAGEMENT, LLC·BAINBRIDGE ISLAND, Washington

Clean recordHIDDEN COVE WEALTH MANAGEMENT, LLC

249 WINSLOW WAY EAST, BAINBRIDGE ISLAND, WA 98110CRD# 5167781Firm CRD# 318677

Profile Verification

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

Identity

Shane Dale Dir · BAINBRIDGE ISLAND, WA

Registration

CRD #5167781 · HIDDEN COVE WEALTH MANAGEMENT, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Shane Dale Dir is a registered financial advisor based in BAINBRIDGE ISLAND, Washington, affiliated with HIDDEN COVE WEALTH MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Introduction

Speak with Shane

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Shane is the right fit? Take our 2-minute quiz →

Firm Overview

Firm

HIDDEN COVE WEALTH MANAGEMENT, LLC

HIDDEN COVE WEALTH MANAGEMENT

AUM

$253M

Regulatory assets under management

Employees

Total firm employees

View all advisors at HIDDEN COVE WEALTH MANAGEMENT, LLC →

Services

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 5167781

Firm CRD# 318677

View on FINRA BrokerCheck →

Looking for a financial advisor in BAINBRIDGE ISLAND?

Browse all registered financial advisors in BAINBRIDGE ISLAND, Washington or claim this profile if it's yours.

Browse BAINBRIDGE ISLAND Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Shane Dale Dir offer?

Shane Dale Dir specializes in Financial Planning, Investment Management. Contact their office in BAINBRIDGE ISLAND, Washington for a consultation.

What are Shane Dale Dir's credentials?

Shane Dale Dir is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Shane Dale Dir located?

Shane Dale Dir is based in BAINBRIDGE ISLAND, Washington, working with HIDDEN COVE WEALTH MANAGEMENT, LLC. Their office serves clients in the BAINBRIDGE ISLAND metropolitan area and surrounding communities.

How does Shane Dale Dir charge for services?

Shane Dale Dir's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is HIDDEN COVE WEALTH MANAGEMENT, LLC?

HIDDEN COVE WEALTH MANAGEMENT, LLC has approximately 7 employees and manages $253M 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 →