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SHETLAND FINANCIAL, PLLC
CRD 308958
4647 SAUCON CREEK RD, SUITE 201, CENTER VALLEY, PA, 18034, United States
Phone
(610) 214-0100
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$3.1M
Discretionary AUM
$0
Team
2 total employees; 1 advisory reps; 3 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-18
Disciplinary history
No
Services
Financial planningSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 6 | $3.1M |
All web addresses on file
Official SEC filing: View on IAPD