Skip to main content

SHEA, BRIAN MICHAEL

Doing business as SHEA FINANCIAL ADVISORS. SEC Form ADV profile.

Total regulatory AUM
$118,601,474
Discretionary
$118,601,474
Non-discretionary
$0

Firm details

CRD number
125606
SEC file number
801-132995
Employees
2
SEC status
Approved
Fee structure
Percentage of AUM Hourly Fixed fees

As of October 2026.