AdvisorOS Directory
Claim Profile
AS

Allen Dudley Shepard

PROBABILITIES FUND MANAGEMENT, LLC·BELLEVUE, Washington
Unclaimed Profile
10655 MAIN STREET, SUITE 612, BELLEVUE, WA 98004CRD# 4921547Firm CRD# 144313
01

About

Allen Dudley Shepard is a registered financial advisor based in BELLEVUE, Washington, affiliated with PROBABILITIES FUND MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Client Types
Individuals
Institutional Investors
03

Firm Overview

Firm
PROBABILITIES FUND MANAGEMENT, LLC
PROBABILITIES FUND MANAGEMENT, LLC
AUM
$19M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at PROBABILITIES FUND MANAGEMENT, LLC →
Services
Portfolio management (individuals)
Portfolio management (pooled investments)
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 4921547
Firm CRD# 144313
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in BELLEVUE?

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

Browse BELLEVUE 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 Allen Dudley Shepard offer?
Allen Dudley Shepard specializes in Investment Management. Contact their office in BELLEVUE, Washington for a consultation.
What are Allen Dudley Shepard's credentials?
Allen Dudley Shepard is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Allen Dudley Shepard located?
Allen Dudley Shepard is based in BELLEVUE, Washington, working with PROBABILITIES FUND MANAGEMENT, LLC. Their office serves clients in the BELLEVUE metropolitan area and surrounding communities.
How does Allen Dudley Shepard charge for services?
Allen Dudley Shepard'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 PROBABILITIES FUND MANAGEMENT, LLC?
PROBABILITIES FUND MANAGEMENT, LLC has approximately 3 employees and manages $19M 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 BELLEVUE
Randall Howard Talbot — TALBOT FINANCIAL, LLCJohn Zagula — IGNITION GROWTH MANAGEMENT, LLCJon Anderson — IGNITION GROWTH MANAGEMENT, LLCDuane Kuang — QIMING CAYMAN, LTDChris Young Yoo — SUMMIT ASSET STRATEGIES WEALTH MANAGEMENT, LLC
Nearby cities in Washington
SEATTLE (905)SPOKANE (98)VANCOUVER (76)TACOMA (62)BELLINGHAM (55)
City Guides
SEATTLE GuideSPOKANE GuideVANCOUVER GuideTACOMA GuideBELLINGHAM Guide
Research
Advisor Fees in WashingtonNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile