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SHUTTLEWORTH & COMPANY
3807 Attucks Drive
Powell, Ohio 43065
Tel: 614-760-7738
About SHUTTLEWORTH & COMPANY
SHUTTLEWORTH & COMPANY, formally registered with the SEC as SHUTTLEWORTH & COMPANY. The firm was established in 04/23/2021. They have over 1 offices throughout the country.
SHUTTLEWORTH & COMPANY is a Powell, Ohio based Financial Planning firm with nearly $149,486,870 assets under management, offering retirement planning & investment advisory services to 563 clients. The firm is staffed with 3 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 121382 |
| SEC# | 801-120895 |
| Assets Managed by Firm | $149,486,870 |
| No. of Clients | 563 |
| No. of Advisors | 3 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 563 | $149,486,870 |
| Individuals (other than high net worth individuals) | 146 | $35,673,138 |
| High net worth individuals | 52 | $102,220,761 |
| Pension and profit sharing plans | Fewer than 5 clients | $8,485,345 |
| Charitable organizations | Fewer than 5 clients | $2,956,702 |
| Corporations or other businesses | Fewer than 5 clients | $150,924 |
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|---|---|---|---|
| $79,457,379,980 | 1444 | 158 | |
| $78,252,229,704 | 130 | 135 | |
| $54,569,476,420 | 741 | 48 | |
| $30,011,530,941 | 3811 | 127 | |
| $26,738,929,617 | 39 | 84 |
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