SHELTER ROCK MANAGEMENT, LLC - Financial Advisor in New York, Jericho

Tel: 516-605-2215 375 North Broadway Suite 207 Jericho, New York 11753

About SHELTER ROCK MANAGEMENT, LLC

SHELTER ROCK MANAGEMENT, LLC is a Jericho, New York based financial advisory firm with nearly $206,212,472 in assets under management and provides investment advisory services for 278 clients. There are currently 7 financial advisors at the firm.

General Information

Firm CRD#:

142739

Firm SEC#:

801-77651

Assets Under Management:

$206,212,472

No. of Clients:

278

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses

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