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SHFP, LLC
CRD 171571 · SEC 801-80085
NY, United States
Phone
(914) 282-0023
Fax
914-470-7093
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$88.9M
Discretionary AUM
$0
Team
1 total employees; 1 advisory reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-01-16
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 5 | $2.8M |
| High net worth individuals | 20 | $86.1M |
States served
NY
Official SEC filing: View on IAPD