Assets Under Management
$3.9B
Number of Clients
548
Number of Advisors
20
Average Client AUM
$7.1M
AUM per Advisor
$194.0M
Compensation
Fee-Only (AUM)Fixed/Hourly
SHGA offers investment management, financial planning, and hourly financial advisory services. They act as a fiduciary, prioritizing client interests. The firm uses a tailored approach, documenting client objectives and restrictions in an investment policy statement. As of December 31, 2024, SHGA managed $3,880,425,697 in client assets.
245 Lytton Avenue, Suite 300, Palo Alto, CA, 94301