Shelgren Financial Group, Inc. (Renton)

Name: Shelgren Financial Group, Inc.
Address: 3900 E. Valley Rd., Renton, WA, 98057
Telephone: 425-251-5910

Shelgren Financial Group, Inc. is a large advisory firm based in Renton. It manages $77 million of regulatory assets for 889 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdictions of Alaska, Arizona, California, and 4 other states.

Shelgren Financial Group provides financial planning services, portfolio management for individuals and small businesses, and portfolio management for pooled investment vehicles. It prepares financial plans for more than 50 clients. On top of advisory services, the firm doesn't engage in other business activities.

Shelgren Financial Group: assets under management

The assets under management (AUM) of Shelgren Financial Group, Inc. is $77 million. The firm's AUM has grown by 35% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $75 million in discretionary accounts and $2 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $86.81 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $80 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Shelgren Financial Group, Inc. for their services and products based on a percentage of assets under management, hourly charges, fixed fees, and commissions. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Shelgren Financial Group, Inc.

Steve Kent Shelgren has been acting as President since 1 Oct 1984. James Edward Tremper joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Steve Kent Shelgren	President	1 Oct 1984	50% - 75%	1080260
Daniel Allen Grimshaw	Vice president	1 Oct 1990	Other	1449050
James Edward Tremper	Vice president	1 Oct 1990	Other	1615732
James Edward Tremper	Chief compliance officer	1 Sep 2004	Other	1615732

Based in Renton

The principal office where Shelgren Financial Group, Inc. performs its advisory services is located at 3900 E. Valley Rd., Renton, WA 98057, which is also the mailing address of the firm. An additional office of the firm is in Honolulu, HI. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 425-251-5910 or by fax 425-251-0186. The normal business hours are 8:00am to 5:00pm on Monday - Friday. You can find more information about the New York firm at www.shelgrenfinancial.com.