SHEARD & DAVEY ADVISORS LLC

SHEARD & DAVEY ADVISORS LLC is an SEC-registered investment adviser (CRD 109635). Regulatory assets under management: $17.0M.

Registration

• CRD: 109635
• SEC file number: 801-57245
• Type: Registered investment adviser
• Phone: 910-692-4835
• Latest filing: 2002-03-12
• Regulatory AUM: $17.0M
• Discretionary AUM: $17.0M
• Clients: 1
• Accounts: 46

Officers, owners & control persons (2)

More on this firm

• Form ADV Part 2 brochure
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• This page as markdown (for LLM agents)
• CRD 109635 on SEC IAPD (source of record)
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