Shapiro Asset Management, LLC

Overview

Shapiro Asset Management, LLC is an independent, individually owned registered investment adviser organized as an LLC that provides fee-based wealth management primarily to individuals and families. The firm charges a percentage-of-assets advisory fee and describes itself as a capital allocator and selector of other managers. Its listed advisory services include financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and the selection of third‑party advisers. The firm does not identify itself as an active ESG investor and is not listed as a multi‑state adviser; its SEC registration year is not disclosed in the available filing.

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Public Holdings

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Location & Offices