SHELTERWOOD FINANCIAL SERVICES L.L.C.
Legal name: SHELTERWOOD FINANCIAL SERVICES
CRD #131533 SEC #801-67000 NEW YORK, NY 212-937-1020
SEC Registered
Total AUM
$62M
Discretionary
$62M
Employees
--
Clients
10
Accounts
74
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2009 | $62M | $62M | $0 | -- | -- |
| Jun 2009 | $62M | $62M | $0 | -- | -- |
| Mar 2009 | $62M | $62M | $0 | -- | -- |
| Sep 2008 | $87.8M | $87.8M | $0 | -- | -- |
| Mar 2008 | $87.8M | $87.8M | $0 | -- | -- |
| Mar 2007 | $79.8M | $79.8M | $0 | 10 | -- |
| Aug 2004 | $0 | $0 | $0 | 10 | -- |
DateSep 2009
Total AUM$62M
Discretionary$62M
Non-Disc.$0
Employees--
Clients--
DateJun 2009
Total AUM$62M
Discretionary$62M
Non-Disc.$0
Employees--
Clients--
DateMar 2009
Total AUM$62M
Discretionary$62M
Non-Disc.$0
Employees--
Clients--
DateSep 2008
Total AUM$87.8M
Discretionary$87.8M
Non-Disc.$0
Employees--
Clients--
DateMar 2008
Total AUM$87.8M
Discretionary$87.8M
Non-Disc.$0
Employees--
Clients--
DateMar 2007
Total AUM$79.8M
Discretionary$79.8M
Non-Disc.$0
Employees10
Clients--
DateAug 2004
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees10
Clients--