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Shine Investment Advisory Services Inc

Shine Investment Advisory Services Inc

Overview

Articles

Insights

There are no insights from this firm to display at this time.

Assets

Assets

Last updated on Feb. 1, 2020
    • $720.5M
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 2K
      Accounts
    • $462.5K
      Estimated Average Account Balance

Services

Firm Services

There is no Services data available to display at this time.

Firm Client types

There is no client type data to display at this time.

Advisors

Current Advisors

# of advisors

7

name start date
Karen K. Salvatore
November 2009
James Blair Callahan
September 2019
Janet Hurly White
January 1999
Judith Ann Shine
January 1999
Beth Frances Cornell
February 2015

    Leadership

    Ownership

    There is no ownership data available to display at this time.

    Executives and Control Persons

    Name Title Tenure Date % Ownership
    Judith Ann Shine Ceo, Principal October, 1995 50% to 75%
    Karen K. Salvatore President, Principal October, 2013 25% to 50%
    Beth Frances Cornell Cco, Principal January, 2018 5% to 10%
    Elisabeth Loeb Jacobson Principal February, 2020 5% to 10%
      Source: SEC

      Fees

      Types of Compensation Arrangements

      • Percentage Of Assets
      • Fixed Fees
      • Other