Shone Asset Management is an investment advisor in Walnut Creek with $356.36 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
50622282
SEC advisor number
801-101521
FINRA CRD number
136101
AUM ?
$356.36 mm
(as of 16 Mar 21)
Accounts
344
(as of 16 Mar 21)
Employees
5
(4 investment advisory or research)
Address
Shone Asset Management
1676 N. CALIFORNIA BOULEVARD
SUITE 410
WALNUT CREEK
CA 94596
1676 N. CALIFORNIA BOULEVARD
SUITE 410
WALNUT CREEK
CA 94596
Office hours
Monday - Friday, 8:30-5:30
Phone
925-472-0874
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Shone, Mark, William | Manager/chief Compliance Officer | 05/2005 | > 75% |
Latest filings (excl ownership)
No filings