SHONE ASSET MANAGEMENT LLC

SHONE ASSET MANAGEMENT LLC of WALNUT CREEK, CA is an SEC-registered investment adviser (CRD 136101). Regulatory assets under management: $356.4M.

Registration

• CRD: 136101
• SEC file number: 801-101521
• Type: Registered investment adviser
• Location: 1676 N. CALIFORNIA BOULEVARD, STE 410, WALNUT CREEK, CA, 94596
• Phone: 925-472-0874
• Latest filing: 2021-03-16
• Regulatory AUM: $356.4M
• Discretionary AUM: $346.9M
• Non-discretionary AUM: $9.5M
• Clients: 5
• Accounts: 344

Officers, owners & control persons (1)

More on this firm

• Form ADV Part 2 brochure
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• This page as markdown (for LLM agents)
• CRD 136101 on SEC IAPD (source of record)
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