SHEHU ASSET MANAGEMENT, LLC
Firm details
- Headquarters
- SOUTHBURY, Connecticut
- CRD number
- 311138
- Fee structure
- Percentage of AUM
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting
Firm profile
FINTRXOverview
Shehu Asset Management, LLC operates as an independent registered investment advisor, focusing on providing personalized financial planning and portfolio management services. The firm caters primarily to individuals and families, offering a range of advisory activities that include portfolio management for both individuals and small businesses, as well as consulting services for pension plans. The firm does not engage in capital allocation or active ESG investing, indicating a more traditional approach to wealth management.
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 Equities80%
- Derivatives10%
- Cash & Cash Equivalents10%
Contacts
1 of 1Sam Shehu
Managing PrincipalCRD 2486647
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
SOUTHBURY, CT
NEW HAVEN
Location
SOUTHBURY, CT
Headquartered in SOUTHBURY, CT, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- NEW HAVEN
- Address
- 88 Railstone Dr
- Time zone
- ET (UTC-5)
- Office locations
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