SHA ADVISORY

SHA ADVISORY is an SEC-registered investment adviser (CRD 330626). Regulatory assets under management: $1.5M.

Registration

• CRD: 330626
• Type: Registered investment adviser
• Phone: 801-699-5581
• Latest filing: 2025-01-15
• Regulatory AUM: $1.5M
• Discretionary AUM: $1.5M
• Clients: 1
• Accounts: 4

Business model

Compensation: Hourly.

Clients served: Other.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 330626 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search