SHEFFIELD INVESTMENT MANAGEMENT INC

ATLANTA, Georgia·2 registered advisors·CRD# 105189
SEC# 801-14812770-953-1597
01

Firm Overview

AUM
$76M
Regulatory assets under management
Employees
1
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Portfolio management (individuals)
Selection of other advisers
Compensation
Percentage of AUM
03

Specialties

Investment ManagementWealth ManagementFee-Only Advisory
04

Advisors at SHEFFIELD INVESTMENT MANAGEMENT INC

2 registered advisors
Caroline Lee Scott
ATLANTA, Georgia
Roger Alan Sheffield
ATLANTA, Georgia
05

Office Locations

ATLANTA, Georgia
2 advisors

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Data sourced from SEC Form ADV filings. SHEFFIELD INVESTMENT MANAGEMENT INC (CRD# 105189) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.