RIA Intel›Advisers›New York›SHIFT FYNANCIAL, INC

SHIFT FYNANCIAL, INC

Advisory

NY

Data as of Apr 10, 2026 · Source: SEC Form ADV

Rank in NY

#4,827

of 5,722 advisers by AUM

Average account

$622K

across 45 accounts

AUM per adviser

$28M

1 advisers

Source: SEC Form ADV. Figures as filed Apr 10, 2026.

Total AUM

$28M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$28M

Discretionary AUM$3M

Non-Discretionary AUM$25M

Discretionary %11.8%

Total Clients45

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InNY

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

45 clients

The full client-type breakdown and the share of AUM each category represents.

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