# SHELGREN FINANCIAL GROUP, INC.

SHELGREN FINANCIAL GROUP, INC. of RENTON, WA is an SEC-registered investment adviser.

## Registration

- CRD: 117056
- Type: SEC-registered investment adviser
- SEC file number: 801-63827
- Location: 3900 E. VALLEY RD., #202, RENTON, WA, 98055
- Phone: 425-251-5910
- Latest filing: 2008-12-16
- Regulatory AUM: $77.0M
- Discretionary AUM: $75.0M
- Non-discretionary AUM: $2.0M
- Clients: 11
- Accounts: 889

## Officers, owners & control persons (3)

| Name | Role | Location |
| --- | --- | --- |
| SHELGREN STEVE KENT | PRESIDENT | — |
| GRIMSHAW DANIEL ALLEN | VICE PRESIDENT | — |
| TREMPER JAMES EDWARD | CHIEF COMPLIANCE OFFICER; VICE PRESIDENT | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/117056/brochure
- Similar advisers: https://search.stillhousedata.com/firm/117056/similar
- Related entities: https://search.stillhousedata.com/firm/117056/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/117056

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.