How does the advisor help clients – Key Takeaways:
The SHALOM GLOBAL CAPITAL GROUP LLC is a reputable financial services firm that provides expert financial advice and management to its clients. With a team of experienced professionals and a dedication to customer service, they help clients achieve their financial goals and secure their financial future.
Facts and Insights:
SHALOM GLOBAL CAPITAL GROUP LLC was founded in 2005 and has been serving clients for over 15 years. As a registered investment advisor, the firm is regulated by the Securities and Exchange Commission (SEC) and has a fiduciary responsibility to act in the best interests of its clients.
The firm has $50 million in assets under management and employs 10 financial advisors who are dedicated to providing personalized and comprehensive financial solutions to their clients. This allows them to give each client the attention and expertise they deserve.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Assets Under Management | Number of Advisors |
|---|---|---|
| 2005 | $50 million | 10 |
Financial Services Offered:
SHALOM GLOBAL CAPITAL GROUP LLC offers a wide range of financial services to its clients. Some of their services include:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
Their team of financial advisors works closely with clients to create custom-tailored financial plans that align with their unique financial goals and needs.
Client Types:
The firm primarily serves high-net-worth individuals, families, and small business owners. Their clients span a range of industries and professions, and they pride themselves on developing long-term relationships with each one.
Fees & Compensation:
SHALOM GLOBAL CAPITAL GROUP LLC charges a fee based on a percentage of assets under management. This aligns their interests with their clients’ interests, as they only make money when their clients’ investments grow. They believe this fee structure creates a strong incentive to provide the best possible service and advice.
Background:
The team at SHALOM GLOBAL CAPITAL GROUP LLC consists of highly experienced financial advisors with various backgrounds and specialties. They are committed to educating and empowering their clients to make informed financial decisions and achieve financial success.
Financial Advisor Disclosures to Know:
As a registered investment advisor, SHALOM GLOBAL CAPITAL GROUP LLC is required to disclose any potential conflicts of interest to their clients. They take this responsibility seriously and are transparent about any fees, commissions, or incentives they receive from third parties for recommending certain products or services. Their goal is always to act in the best interest of their clients and provide unbiased financial advice.