AdvisorGrade

Financial advisers in Shelburne, VT

2 registered investment adviser firms in Shelburne managing $878M in assets, based on public SEC Form ADV filings.

M. Kraus & Company

Shelburne, VT · Est. 1996

LocalInternational
Fee-based
AUM
$559M
Per adviser
$112M
Advisers
5

No reported disclosures

Antoine Williams & Associates Wealth Management, LLC

Shelburne, VT · Est. 2021

Local
Fee-based
AUM
$319M
Per adviser
$319M
Advisers
1

No reported disclosures