Docshah Financial, LLC

Docshah Financial, LLC (CRD# 327709) is a financial advisory firm headquartered in , . They manage $574,530 in 7 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
https://www.instagram.com/docshah.financial/
By the Numbers
  • Total Assets Under Management
    1
    MILLION
  • Total Number of Accounts
    7
    ACCOUNTS
  • Average Account Value
    $82,076
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

MD

Financial Advisors at Docshah Financial, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Raul Shah, financial advisor Ellicott City MD
Raul R. Shah
CRD#: 7782585
Ellicott City, MD

Raul Shah (CRD# 7782585) is an Investment Advisor Representative working at Docshah Financial, LLC in Ellicott City, MD and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals