Shelton Capital Management

Assets Under Management

$5.2B

Number of Clients

1,210

Number of Advisors

10

Average Client AUM

$4.3M

AUM per Advisor

$515.8M

Compensation

Fee-Only (AUM)Fixed/Hourly

About This Firm

Shelton Capital Management offers investment management services to mutual funds, institutions, individuals, retirement plans, and other entities through Separately Managed Account (SMA) strategies. Clients can choose from international equity, fixed income, tactical credit, and options-related strategies. The firm works with clients to establish appropriate investment profiles and guidelines.

Fee Structure

Minimum Investment:$100K
Financial Planning:Investment management only
Minimum Annual Fee:$750
Areas of Practice
Investment ManagementRetirement PlanningSocially Responsible Investing
Loading...
Location

1125 17th Street, Suite 2550, Denver, CO, 80202

10 Advisors at this firm