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Home > Retirement Planners > florida > palm beach > DUDLEY & SHANLEY, INC.
DUDLEY & SHANLEY, INC.
205 Worth Avenue
#311
Palm Beach, Florida 33480-4618
Tel: 561-855-4742
About DUDLEY & SHANLEY, INC.
DUDLEY & SHANLEY, INC, formally registered with the SEC as DUDLEY & SHANLEY, INC. The firm was established in 07/07/2011. They have over 3 offices throughout the country.
DUDLEY & SHANLEY, INC. is a Palm Beach, Florida based Financial Planning firm with nearly $659,939,975 assets under management, offering retirement planning & investment advisory services to 47 clients. The firm is staffed with 5 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 157515 |
| SEC# | 801-72572 |
| Assets Managed by Firm | $659,939,975 |
| No. of Clients | 47 |
| No. of Advisors | 5 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Other (GENERAL NON-DISCRETIONARY INVESTMENT ADVICE AND LIMITED OVERSIGHT AUTHORITY OVER CLIENT'S INVESTMENT MANAGERS.)
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 47 | $659,939,975 |
| High net worth individuals | 41 | $362,805,546 |
| Charitable organizations | 3 | $54,519,163 |
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