SHALLER ASSOCIATES

SHALLER ASSOCIATES is an SEC-registered investment adviser (CRD 128543). Regulatory assets under management: $19.4M.

Registration

• CRD: 128543
• Type: Registered investment adviser
• Phone: 617-244-4977
• Latest filing: 2026-02-16
• Regulatory AUM: $19.4M
• Non-discretionary AUM: $19.4M
• Clients: 1
• Accounts: 11

Business model

Compensation: % of AUM.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 128543 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search