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SHELTON CAPITAL MANAGEMENT
1125 17th Street
Suite 2550
Denver, Colorado 80202
Tel: 800-955-9988
About SHELTON CAPITAL MANAGEMENT
SHELTON CAPITAL MANAGEMENT, formally registered with the SEC as SHELTON CAPITAL MANAGEMENT. The firm was established in 09/12/1985. They have over 3 offices throughout the country.
SHELTON CAPITAL MANAGEMENT is a Denver, Colorado based Financial Planning firm with nearly $4,784,745,104 assets under management, offering retirement planning & investment advisory services to 1042 clients. The firm is staffed with 45 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 104720 |
| SEC# | 801-25205 |
| Assets Managed by Firm | $4,784,745,104 |
| No. of Clients | 1042 |
| No. of Advisors | 45 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1042 | $4,784,745,104 |
| Individuals (other than high net worth individuals) | 829 | $348,391,329 |
| High net worth individuals | 147 | $390,909,715 |
| Pension and profit sharing plans | 9 | $223,923,815 |
| Charitable organizations | 11 | $15,958,397 |
| Other investment advisers | 1 | $93,918,275 |
| Corporations or other businesses | 18 | $14,694,168 |
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