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About A. GARY SHILLING & CO.
A. Gary Shilling & Co. is a well-respected financial advisory firm founded by A. Gary Shilling, a renowned financial expert and author. The firm has over 40 years of experience providing financial advice to individuals, families, and businesses. Headquartered in Springfield, New Jersey, A. Gary Shilling & Co. has established a strong reputation for its top-notch financial services and expertise.
How does the advisor help clients – Key Takeaways:
- Offers personalized financial planning and investment management services
- Utilizes a unique approach to analyzing economic trends and opportunities
- Provides comprehensive financial education to clients
- Consistently delivers strong investment returns for clients
- Offers a wide range of financial services and products to meet various needs and goals
Facts and Insights
A. Gary Shilling & Co. takes pride in staying ahead of the curve when it comes to the constantly evolving financial landscape. Their team of expert advisors uses a combination of data analysis, economic research, and their own insights to develop effective strategies for their clients.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $1.2 billion | 8 | Over 40 years |
Financial Services Offered
- Personalized financial planning
- Investment management
- Tax management and planning
- Estate planning
- Retirement planning
- Insurance services
- Educational savings planning
- Wealth transfer strategies
- And more
Client Types
A. Gary Shilling & Co. serves a diverse range of clients, including:
- Individuals and families
- Small business owners
- Corporate executives
- Retirees
- High-net-worth individuals
- Institutional clients
- And more
Fees & Compensation
A. Gary Shilling & Co. operates on a fee-only basis, meaning they do not earn commissions or other forms of compensation from financial products or services they recommend. This ensures that their advisors always act in their clients’ best interests and create a conflict-free relationship.
Background
A. Gary Shilling, the founder of A. Gary Shilling & Co., is a recognized authority on economic trends and investments. He has published several books, including the bestselling “The Age of Deleveraging: Investment Strategies for a Decade of Slow Growth and Deflation.” Shilling has also provided his expertise to major financial publications such as Forbes, The Wall Street Journal, and Bloomberg.
Financial Advisor Disclosures to Know
As a registered investment advisor firm, A. Gary Shilling & Co. adheres to strict regulatory guidelines to protect their clients’ interests. Clients can view any potential conflicts of interest or disciplinary actions in the firm’s Form ADV, which is publicly available on the Securities and Exchange Commission’s website.
In conclusion, A. Gary Shilling & Co. takes pride in its experienced advisors, comprehensive financial services, and commitment to always acting in the best interests of their clients. With a proven track record of success and a proactive approach to financial planning, the firm is a top choice for those seeking expert financial advice and services.