About
A. Gary Shilling & Co. is a highly reputable financial advisory firm founded by A. Gary Shilling, a renowned financial expert and author. With over 40 years of experience, the firm has established a strong reputation for providing top-notch financial services and expertise to individuals, families, and businesses. Operated on a fee-only basis, the firm prides itself on its personalized financial planning and investment management services, utilizing a unique approach to analyzing economic trends and opportunities. They also provide comprehensive financial education to clients and consistently deliver strong investment returns. With assets under management of $1.2 billion and a team of 8 expert advisors, A. Gary Shilling & Co. offers a wide range of financial services and products to meet various needs and goals. Their diverse client base includes individuals and families, small business owners, corporate executives, retirees, high net-worth individuals, and institutional clients.
A. Gary Shilling, the firm's founder, is a recognized authority on economic trends and investments, with several published books to his name and contributions to major financial publications. The firm operates on a fee-only basis, ensuring a conflict-free relationship with clients. A. Gary Shilling & Co. also adheres to strict regulatory guidelines and provides full disclosure of any potential conflicts of interest or disciplinary actions in their publicly available Form ADV. With a proven track record of success and a proactive approach to financial planning, A. Gary Shilling & Co. is a top choice for expert financial advice and services.
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 & 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, Advisors & Tenure
- Assets Under Management
- $1.2 billion
- Number of Advisors
- 8
- Time in Business
- 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
- 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.
Disclosures
- 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.
Firm Facts
- Primary Business Name
- A. GARY SHILLING & CO.
- Organization CRD
- 288071
- Legal Name
- A. GARY SHILLING & CO.