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SHAW FINANCIAL SOLUTIONS LLC
CRD 329057
2121 PONCE DE LEON BLVD, STE 405, CORAL GABLES, FL, 33134, United States
Phone
305-443-1706
Fax
N/A
Registration
— (—)
Source
State registered
Total AUM
$106.5M
Discretionary AUM
$106.5M
Team
2 total employees; 2 advisory reps
Clients
1-10
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-10
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 50 | $18.4M |
| High net worth individuals | 36 | $83.2M |
| Corporations/business entities | 3 | $4.9M |
Official SEC filing: View on IAPD