Shea & Company

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
22
Avg account
$0

Firm details

Headquarters
Boston, Massachusetts
CRD number
150965
Registered since
July 13, 2010
Website
sheaco.com

Firm profile

FINTRX

Overview

Shea & Company is organized as a limited liability company and presents itself as an investment bank under individual ownership. Publicly available records for the firm are sparse: it has provided minimal detail about its business model, client mix, fee schedules, or day-to-day advisory activities. The firm’s snapshot flags indicate it does not act as a capital allocator, does not position itself as an active ESG investor, and does not serve as a multistate adviser or pension consultant. It is not identified as a related adviser and is not classified as newly formed. The firm has not disclosed information about its activities or outside affiliations.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Boston, MA

Suffolk

Location

Boston, MA

Headquartered in Boston, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.

Metro area
Boston-Worcester-Providence, MA-RI-NH-CT
Region
Northeast
County
Suffolk
Address
111 Huntington Ave
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth