SHAW FINANCIAL SOLUTIONS LLC

SHAW FINANCIAL SOLUTIONS LLC of CORAL GABLES, FL is an SEC-registered investment adviser (CRD 329057). Regulatory assets under management: $106.5M.

Registration

• CRD: 329057
• Type: Registered investment adviser
• Location: 2121 PONCE DE LEON BLVD, CORAL GABLES, FL, 33134
• Phone: 305-443-1706
• Latest filing: 2026-03-10
• Regulatory AUM: $106.5M
• Discretionary AUM: $106.5M
• Clients: 2
• Accounts: 206

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 329057 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search