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SHONE ASSET MANAGEMENT LLC
SHONE ASSET MANAGEMENT LLC
SHONE WEALTH MANAGEMENT
WALNUT CREEK, California
·
1 registered advisor
·
CRD# 136101
SEC# 801-101521
1
925-472-0874
01
Firm Overview
AUM
$356M
Regulatory assets under management
Employees
5
Total firm employees
Advisors
1
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at SHONE ASSET MANAGEMENT LLC
1 registered advisor
Mark William Shone
WALNUT CREEK, California
CRD# 1979639
05
Office Locations
WALNUT CREEK, California
1 advisor
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Data sourced from SEC Form ADV filings. SHONE ASSET MANAGEMENT LLC (CRD# 136101) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.