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How does the advisor help clients – Key Takeaways:
SHUKI INVESTMENT MANAGEMENT LLC is a financial advisory firm that provides expert guidance and management services to individuals and organizations looking to grow their wealth. They offer a wide range of financial services and cater to various types of clients, making them a versatile and reliable partner in financial planning and management.
Facts and Insights
Founded in 2005, SHUKI INVESTMENT MANAGEMENT LLC has been in the financial advisory business for over 15 years. In that time, they have gained extensive knowledge and experience in the industry, allowing them to effectively assist their clients in achieving their financial goals. The firm is based in New York, but they cater to clients from all over the United States.
Assets Under Management, Number of Advisors and Time in Business:
| Year Established | Number of Advisors | AUM (in millions) |
|---|---|---|
| 2005 | 10 | $50 |
Financial Services Offered
SHUKI INVESTMENT MANAGEMENT LLC offers a variety of financial services to meet the diverse needs of their clients. These services include investment management, retirement planning, tax planning, estate planning, and more. Their team of financial experts works closely with each client to create personalized strategies to help them achieve their financial goals.
Client Types
SHUKI INVESTMENT MANAGEMENT LLC caters to a wide range of client types, including individuals, families, and small businesses. They also work with high-net-worth individuals, helping them manage and grow their wealth for future generations. Their services are tailored to meet the specific needs of each client, ensuring that they receive the best possible financial advice and management.
Fees & Compensation
SHUKI INVESTMENT MANAGEMENT LLC operates on a fee-only basis, meaning that they do not earn commissions from the sale of financial products. This allows them to provide unbiased and objective advice to their clients. Their fees are based on a percentage of assets under management, ensuring that their interests are aligned with their clients’ financial success.
Background
The team at SHUKI INVESTMENT MANAGEMENT LLC consists of highly qualified and experienced financial advisors who are dedicated to helping their clients achieve their financial goals. They stay up-to-date on the latest financial trends and market developments, ensuring that their clients receive the most relevant and effective advice.
Financial Advisor Disclosures to Know
SHUKI INVESTMENT MANAGEMENT LLC is a registered investment advisor with the Securities and Exchange Commission (SEC). They have a clean regulatory and legal record, with no disclosures to report. This further highlights their commitment to providing ethical and transparent financial services to their clients.