Shining Rock Advisors LLC
Shining Rock Advisors LLC (CRD# 311295) is a financial advisory firm headquartered in , . They manage $160,643,938 in 65 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
Shining Rock Advisors LLC
By the Numbers
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Total Assets Under Management161MILLION
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Total Number of Accounts65ACCOUNTS
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Average Account Value$2,471,445
Compensation Options
- A percentage of assets under your management
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, NC
Financial Advisors at Shining Rock Advisors LLC
1
Sage Barfield (CRD# 7309486) is an Investment Advisor Representative working at Shining Rock Advisors LLC in Alexander, NC and has over 3 years of experience in the finance industry.
2
Julie Guest (CRD# 7309484) is an Investment Advisor Representative working at Shining Rock Advisors LLC in Alexander, NC and has over 5 years of experience in the finance industry.
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