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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