SHIELD WEALTH ADVISORS - Financial Advisor in New York, Williamsville

Tel: 833-457-1040 2809 Wehrle Drive Suite 9 Williamsville, New York 14221

About SHIELD WEALTH ADVISORS

SHIELD WEALTH ADVISORS is a Williamsville, New York based financial advisory firm with nearly $60,730,929 in assets under management and provides investment advisory services for 268 clients. There are currently 3 financial advisors at the firm.

General Information

Firm CRD#:

309538

Firm SEC#:

801-119094

Assets Under Management:

$60,730,929

No. of Clients:

268

No. of Advisors:

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Selection for other advisors
Education seminars/workshops

Fee Structure:

A percentage of AUM, Hourly charges

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