RIA Intel›Advisers›Indiana›SHELTON FINANCIAL GROUP, INC.

SHELTON FINANCIAL GROUP, INC.

Advisory

N·FORT WAYNE, IN

Data as of Nov 8, 2017 · Source: SEC Form ADV

Total AUM
$226M
1-Year AUM Growth
+3.3%
3-Year CAGR
-4.5%
Employees
6
Assets Under Management
Total AUM$226M
Discretionary AUM$226M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients—
Team
Total Employees6
Investment Advisers13
Employee Growth (1Y)—
Filing History
Total Filings on Record33
First FilingApr 15, 2009
Latest FilingNov 8, 2017
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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👥 Owners & Officers

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🏦 Client Demographics

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