SHIFT FYNANCIAL

SHIFT FYNANCIAL is an SEC-registered investment adviser (CRD 304594). Regulatory assets under management: $28.0M.

Registration

• CRD: 304594
• Type: Registered investment adviser
• Phone: 7164995300
• Latest filing: 2026-04-10
• Regulatory AUM: $28.0M
• Discretionary AUM: $3.3M
• Non-discretionary AUM: $24.7M
• Clients: 1
• Accounts: 45

Business model

Compensation: % of AUM.

Clients served: Individuals, High net worth, Pensions.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 304594 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search