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SHELTERED GARDEN FINANCIAL GROUP LLC

CRD 335217

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85 SWANSON ROAD, SUITE 294, BOXBOROUGH, MA, 01719, United States

Phone

978-496-6106

Fax

Registration

— (—)

Source

State registered

Total AUM

$3.6M

Discretionary AUM

$3.6M

Team

1 total employees; 1 advisory reps

Clients

0

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-02-17

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)INVESTMENT CONSULTING SERVICES

All web addresses on file

Official SEC filing: View on IAPD