SHONE ASSET MANAGEMENT LLC
Legal name: SHONE WEALTH MANAGEMENT
CRD #136101 SEC #801-101521 WALNUT CREEK, CA 925-472-0874
SEC Registered
Total AUM
$356.4M
Discretionary
$346.9M
Employees
5
Clients
1
Accounts
344
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- California
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 16, 2021
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| SHONE, MARK, WILLIAM | I | MANAGER/CHIEF COMPLIANCE OFFICER | E | Control |
| SHONE, MARK, WILLIAM | I | MANAGER/CHIEF COMPLIANCE OFFICER | E | Control |
| SHONE, MARK, WILLIAM | I | MANAGER/CHIEF COMPLIANCE OFFICER | E | Control |
| SHONE, MARK, WILLIAM | I | MANAGER/CHIEF COMPLIANCE OFFICER | E | Control |
| SHONE, MARK, WILLIAM | I | MANAGER/CHIEF COMPLIANCE OFFICER | E | Control |
| SHONE, MARK, WILLIAM | I | MANAGER/CHIEF COMPLIANCE OFFICER | E | Control |
| SHONE, MARK, WILLIAM | I | MANAGER/CHIEF COMPLIANCE OFFICER | E | Control |
| SHONE, MARK, WILLIAM | I | MANAGER/CHIEF COMPLIANCE OFFICER | E | Control |
| SHONE, MARK, WILLIAM | I | MANAGER/CHIEF COMPLIANCE OFFICER | E | Control |
| SHONE, MARK, WILLIAM | I | MANAGER/CHIEF COMPLIANCE OFFICER | E | Control |
| SHONE, MARK, WILLIAM | I | MANAGER/CHIEF COMPLIANCE OFFICER | E | Control |
| SHONE, MARK, WILLIAM | I | MANAGER/CHIEF COMPLIANCE OFFICER | E | Control |
| SHONE, MARK, WILLIAM | I | MANAGER/CHIEF COMPLIANCE OFFICER | E | Control |
| SHONE, MARK, WILLIAM | I | MANAGER/CHIEF COMPLIANCE OFFICER | E | Control |
| SHONE, MARK, WILLIAM | I | MANAGER/CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
Mar 16, 2021 REGISTERED
Notice Filings (2)
CA TX
Address
1676 N. CALIFORNIA BOULEVARDSTE 410
WALNUT CREEK, CA 94596
United States
Phone: 925-472-0874