SHAREHOLDERS SERVICE GROUP, LLC

Overview

Shareholders Service Group, LLC is a limited liability company that has been SEC-registered since 2003. FINTRX classifies the firm as "Unclassified" and identifies its ownership as a combination of a domestic entity and an individual. The profile includes a number of negative flags: the firm is not identified as a capital allocator, not active on ESG investing, not a multi-state adviser, not newly formed, not a pension consultant and not a related adviser. Disclosure about the firm's business model, client segments, and advisory activities is minimal in the source data. FINTRX does not provide descriptive detail on how the firm sources mandates, its fee schedule, or typical client profiles.

Assets & Accounts

Location & Offices