SHUTTLEWORTH & COMPANY
Powell, Ohio
Shuttleworth & Company, a reputable investment advisory firm headquartered in Powell, OH, boasts a diverse client base consisting of over 130 individuals, entrusting the firm with a staggering $123,121,000 in assets under management. With one office location, Shuttleworth & Company is committed to delivering exceptional financial solutions to its valued clients. While less than 30% of their assets under management originate from 401K and individual accounts, Shuttleworth & Company possesses the expertise to proficiently handle employer funds. Notably, the firm exercises complete discretion in managing 100% of the assets entrusted...
See more
Loading...

Assets Under Mgmt

$123.12M

Investment Professionals

3

Locations

0

% 401K & Individual

26%

% Discretionary

100%
Compensation Structure
A percentage of assets under your management
Fixed Fees
Services Provided Section
Portfolio management for individuals and/or small businesses
This information was provided by Mployer and is based on publicly available information made available by employers, brokers and carriers. While efforts are made to validate and confirm the information, there could be inaccuracies. All information and ratings are based on Mployer’s opinion only and should be one of many factors used when evaluating brokers. If there are any inaccuracies in the information, please reach out to Mployer using the contact us form and we will review your submission and make changes as we deem appropriate.