SHELTERED GARDEN FINANCIAL GROUP LLC

SHELTERED GARDEN FINANCIAL GROUP LLC of BOXBOROUGH, MA is an SEC-registered investment adviser (CRD 335217). Regulatory assets under management: $3.6M.

Registration

• CRD: 335217
• Type: Registered investment adviser
• Location: 85 SWANSON ROAD, BOXBOROUGH, MA, 01719
• Phone: 978-496-6106
• Latest filing: 2026-02-17
• Regulatory AUM: $3.6M
• Discretionary AUM: $3.6M
• Clients: 1
• Accounts: 9

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Other.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 335217 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search