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SHAW FINANCIAL SERVICES

2901 South Bryant Avenue
Edmond, Oklahoma 73013
Tel: 405-340-1600

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About SHAW FINANCIAL SERVICES

SHAW FINANCIAL SERVICES, formally registered with the SEC as SHAW FINANCIAL SERVICES. The firm was established in 01/15/2020. They have over 2 offices throughout the country.

SHAW FINANCIAL SERVICES is a Edmond, Oklahoma based Financial Planning firm with nearly $854,028,314 assets under management, offering retirement planning & investment advisory services to 5789 clients. The firm is staffed with 13 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#306480
SEC#801-117938
Assets Managed by Firm$854,028,314
No. of Clients5789
No. of Advisors13

Fee Structure

  • A Percentage of AUM

Advisory Services Provided

  • Portfolio Management for Individuals
  • Selection of Other Advisors

Firm Client Information

No. of ClientsAUM
Firm Total5789$854,028,314
Individuals (other than high net worth individuals)3125$440,715,619
High net worth individuals706$411,033,091
Pension and profit sharing plansFewer than 5 clients$607,462
Charitable organizationsFewer than 5 clients$74,737
Corporations or other businesses7$1,597,405

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