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SHEARMAN, RALSTON INC.
CRD 7320
333 GREENWICH AVENUE, GREENWICH, CT, 06830, United States
Phone
203-489-3902
Fax
203-489-3907
Registration
— (—)
Source
State registered
Total AUM
$97.7M
Discretionary AUM
$24.2M
Team
4 total employees; 1 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-02-06
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 5 | $4.5M |
| High net worth individuals | 15 | $93.2M |
All web addresses on file
Official SEC filing: View on IAPD