SHELLMAN INVESTMENT MANAGEMENT, LLC

2525 Ponce De Leon Blvd
#300
Coral Gables, Florida 33134
Tel: (786) 655-6180

About SHELLMAN INVESTMENT MANAGEMENT, LLC

SHELLMAN INVESTMENT MANAGEMENT, LLC, formally registered with the SEC as SHELLMAN INVESTMENT MANAGEMENT, LLC. The firm was established in 11/25/2022. They have over 1 offices throughout the country.

SHELLMAN INVESTMENT MANAGEMENT, LLC is a Coral Gables, Florida based Financial Planning firm with nearly $139,445,177 assets under management, offering retirement planning & investment advisory services to 135 clients. The firm is staffed with 3 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	316579
SEC#	801-123508
Assets Managed by Firm	$139,445,177
No. of Clients	135
No. of Advisors	3

Fee Structure

A percentage of AUM

Advisory Services Provided

Portfolio management for individuals and/or small businesses

Firm Client Information

	No. of Clients	AUM
Firm Total	135	$139,445,177
Individuals (other than high net worth individuals)	63	$22,952,845
High net worth individuals	39	$116,492,332

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