SHENANDOAH FINANCIAL

CASE, DIANE

CRD 287751

Advisory firmSole prop

Independent or team-based registered investment adviser — LLC, partnership, or sole proprietorship.

United States

Registration

— (—)

Source

State registered

Total AUM

—

Discretionary AUM

—

Team

1 total employees; 1 advisory reps

Clients

1-10

Fees

Percentage of AUM; Commissions

Org form

Sole Proprietorship

Filing date

2023-09-28

Disciplinary history

Services

Financial planningSelection of other advisers

Official SEC filing: View on IAPD