A. GARY SHILLING & CO.

RIASEC Registered

Total AUM

$50.1M

Discretionary

$50.1M

100% of AUM

Avg account

$1.9M

Accounts

Employees

Advisory reps

Firm details

Headquarters: SPRINGFIELD, New Jersey
CRD number: 288071
Website: www.agaryshilling.com
Custodians: CHARLES SCHWAB & CO., INC., THE VANGUARD GROUP, INC., FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM
Client types: HNWI81.31%
Charitable Organizations17.59%
Individuals1.1%
Services: Portfolio Management for IndividualsPortfolio Management for Institutional ClientsPublication of PeriodicalsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

A. Gary Shilling & Co is a small, fee-based advisory practice that manages portfolios for individuals, families and select business or institutional clients while also publishing market commentary and running educational seminars. The firm’s investment activity centers on discretionary portfolio management using separately managed accounts and pooled vehicles comprised largely of exchange-traded equities and mutual funds. The adviser is not an active ESG investor and does not report multi‑state registration activity; its stated fee model is a percentage of assets under management.