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SHB ADVISORS

SHB ADVISORS, LLC

CRD 170529

Visit website

1050 30TH ST NW, WASHINGTON, DC, 20007, United States

Phone

2027191726

Fax

Registration

— (—)

Source

State registered

Total AUM

$21.9M

Discretionary AUM

$21.9M

Team

1 total employees; 1 advisory reps

Clients

Fees

Percentage of AUM; Performance-based fees

Org form

Limited Liability Company

Filing date

2026-03-13

Disciplinary history

Yes

Services

Portfolio management (individuals)

Client types

TypeClientsAUM
High net worth individuals5$21.9M

All web addresses on file

Official SEC filing: View on IAPD