# SHETLAND FINANCIAL, PLLC

SHETLAND FINANCIAL, PLLC of CENTER VALLEY, PA is an SEC-registered investment adviser.

## Registration

- CRD: 308958
- Type: SEC-registered investment adviser
- Location: 4647 SAUCON CREEK RD, CENTER VALLEY, PA, 18034
- Phone: (610) 214-0100
- Latest filing: 2026-03-18
- Regulatory AUM: $3.1M
- Non-discretionary AUM: $3.1M
- Clients: 2
- Accounts: 6

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, Charities

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/308958/brochure
- Similar advisers: https://search.stillhousedata.com/firm/308958/similar
- Related entities: https://search.stillhousedata.com/firm/308958/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/308958

---

Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.