Shdr Investment Advisers, Inc. is a large advisory firm based in Greenville. It manages $1.54 billion of regulatory assets for 124 client accounts. It has been registered with the SEC as an adviser since 2003 and has operated in the jurisdictions of Alabama, Delaware, District of Columbia, and 13 other states.
Shdr Investment Advisers provides portfolio management for businesses and institutional clients, pension consulting services, and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Shdr Investment Advisers, Inc. is $1.54 billion. The firm's AUM has grown by 52% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Shdr Investment Advisers, Inc. for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Julian Grice Hunt has been acting as President since 1 Feb 1998. William Henley Shawcross joined the executive team most recently as the Senior Vice President.
The principal office where Shdr Investment Advisers, Inc. performs its advisory services is located at 3 Independence Pointe, Suite 102, Greenville, SC 29615 4543, which is also the mailing address of the firm. An additional office of the firm is in Greensboro, NC. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 864-527-0600 or by fax 864-527-0619. The normal business hours are 8:15 am to 5:15 pm on Monday - Friday.