SHETLAND FINANCIAL, PLLC

SHETLAND FINANCIAL, PLLC of CENTER VALLEY, PA is an SEC-registered investment adviser (CRD 308958). Regulatory assets under management: $3.1M.

Registration

• CRD: 308958
• Type: 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.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 308958 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search