FIND A THE SHEMANO GROUP, INC. FINANCIAL ADVISOR NEAR ME
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CRD#: 35528
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FIRM PROFILE
Assets Under Management:No Information
Clients per Registered Employee:No Information
Total Number of Employees:No Information
Clients per Employee:No Information
Total Number of Individual Clients:No Information
Total Number of HNWI Clients:No Information
Average Individual Client Account Size:No Information
Average HNWI Account Size:No Information
Where the Statistical Data for THE SHEMANO GROUP, INC. Comes From
Understanding the Statistics for THE SHEMANO GROUP, INC. and How They Compare to Other Firms Through Our Analysis
Average Account Value
Individuals
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HNWI
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Breakdown of Assets Under Management
Total Client Assets:
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Individuals
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HNWI
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MISC
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Employees
Total
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Registered
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Client Ratios
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Clients
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Individuals
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HNWI
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Firm Disclosures
Regulatory Event
7
Arbitration
2
FIRM INFORMATION
Established
California since 10/08/1993
Firm Type
Corporation
Fiscal year end
December
Related websites
Participation or Interest in Client Transactions
Self-custody
FIRM DOCUMENTS
DIRECT OWNERS & EXECUTIVE OFFICERS
The Importance of Understanding a Firm’s Role when Evaluating an Advisor
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Advisor's working at THE SHEMANO GROUP, INC.
CB
Caleb D Barr
IAR
CRD#: 8060585
Location:
Palm Beach Gardens, FL 33410
Company:
MARINER WEALTH
Disclosures:
Experience:
1 year
Lorie Chantelle Jones
IAR
CRD#: 6496668
Location:
Greenwood Village, CO 80111
Company:
TANDEM FINANCIAL, LLC
Disclosures:
Experience:
10 years
DH
Donald Anthony Henry
IAR
RR
CRD#: 1743799
Location:
Norwalk, CT 06851
Company:
CITIGROUP GLOBAL MARKETS INC.
Disclosures:
Experience:
33 years
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