SHELTON FINANCIAL GROUP, INC.

FORT WAYNE, Indiana·3 registered advisors·CRD# 123318
SEC# 801-701423260-436-7006
01

Firm Overview

AUM
$226M
Regulatory assets under management
Employees
13
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Charitable organization or education services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at SHELTON FINANCIAL GROUP, INC.

3 registered advisors
Daniel D Easley
FORT WAYNE, Indiana
Jason E White
FORT WAYNE, Indiana
Jeffrey Allan Shelton
FORT WAYNE, Indiana
05

Office Locations

FORT WAYNE, Indiana
3 advisors

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Data sourced from SEC Form ADV filings. SHELTON FINANCIAL GROUP, INC. (CRD# 123318) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.