Docshah Financial, LLC
Firm details
- Headquarters
- ,
- CRD number
- 327709
- Website
- docshahfinancial.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Individuals60.54%
- HNWI39.46%
- Services
- Financial PlanningPortfolio Management for IndividualsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Docshah Financial, LLC is an independent, individual-owned registered investment adviser organized as an LLC that focuses on serving individual and family clients. Its advisory offering combines portfolio management and financial planning for individuals and small businesses with educational seminars and workshops. The firm charges clients on a percentage-of-assets basis and may also use fixed fees. Docshah does not identify as an active ESG investor, is not a multi-state adviser, and is not positioned as a capital allocator or pension consultant.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities52%
- Cash & Cash Equivalents26%
- Public Funds/Mutual Funds13%
- Investment Grade Corp Bonds8%
- US Government Bonds1%
Contacts
1 of 1
Raul Shah
Managing Member, Investment AdvisorCRD 7782585
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
Similar firms
Highlands Asset Management, Inc.
RIAHighlands Ranch, CO
White Peaks Asset Management, LLC
RIALee Slater + Associates
RIAWright Financial & Business Advisors
RIAFresno, CA
Financial Advisory Group, Inc.
RIAAppleton, WI