SHIELD WEALTH ADVISORS
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
Advisory Services Provided:
Financial planning services
Portfolio management for individuals and/or small businesses
Selection for other advisors
Education seminars/workshops
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