DOCSHAH FINANCIAL, LLC

DOCSHAH FINANCIAL, LLC is an SEC-registered investment adviser (CRD 327709). Regulatory assets under management: $4.2M.

Registration

• CRD: 327709
• Type: Registered investment adviser
• Phone: 410-615-2900
• Latest filing: 2026-05-15
• Regulatory AUM: $4.2M
• Discretionary AUM: $4.2M
• Clients: 1
• Accounts: 33

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 327709 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search