SHELGREN FINANCIAL GROUP, INC.
SHELGREN FINANCIAL GROUP, INC. of RENTON, WA is an SEC-registered investment adviser (CRD 117056). Regulatory assets under management: $77.0M.
Registration
- CRD: 117056
- SEC file number: 801-63827
- Type: Registered investment adviser
- 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 | — |
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