SHELTER WEALTH STRATEGIES, LLC of HOUSTON, TX is an SEC-registered investment adviser (CRD 170655). Regulatory assets under management: $144.1M.
Compensation: % of AUM, Other.
Clients served: Individuals, High net worth, Pooled vehicles, Charities.
| Name | Role | Location |
|---|---|---|
| Scott Hamilton Freeman | CO-CHAIRMAN OF HFB HOLDINGS, LLC; MANAGING MEMBER | — |
| Therese-Marie Casement | DIRECTOR OF OPERATIONS | — |
| Bryant Boston | CCO | Clermont, FL |