SHELGREN FINANCIAL GROUP, INC.
CRD #117056 SEC #801-63827 RENTON, WA 425-251-5910
SEC Registered
Total AUM
$70M
Discretionary
$70M
Employees
--
Clients
26
Accounts
866
Firm Details
- Organization Type
- Corporation
- State of Formation
- --
- Fiscal Year End
- SEPTEMBER
- Registration Date
- --
- Latest Filing
- Feb 28, 2007
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| SHELGREN, STEVE, KENT | I | PRESIDENT | D | Control |
| SHELGREN, STEVE, KENT | I | PRESIDENT | D | Control |
| SHELGREN, STEVE, KENT | I | PRESIDENT | D | Control |
| SHELGREN, STEVE, KENT | I | PRESIDENT | D | Control |
| GRIMSHAW, DANIEL, ALLEN | I | VICE PRESIDENT | B | Control |
| GRIMSHAW, DANIEL, ALLEN | I | VICE PRESIDENT | B | Control |
| GRIMSHAW, DANIEL, ALLEN | I | VICE PRESIDENT | B | Control |
| GRIMSHAW, DANIEL, ALLEN | I | VICE PRESIDENT | B | Control |
| TREMPER, JAMES, EDWARD | I | CHIEF COMPLIANCE OFFICER | B | Control |
| TREMPER, JAMES, EDWARD | I | CHIEF COMPLIANCE OFFICER | B | Control |
| TREMPER, JAMES, EDWARD | I | CHIEF COMPLIANCE OFFICER | B | Control |
| TREMPER, JAMES, EDWARD | I | VICE PRESIDENT | B | Control |
Registrations
Federal
IA
Feb 28, 2007 REGISTERED
Notice Filings (8)
AK AZ CA HI LA NY OR WA
Address
3900 E. VALLEY RD.#202
RENTON, WA 98057
USA
Phone: 425-251-5910