Sheldon, Kirk Roy is an adviser based in San Diego. It manages $34.98 million of regulatory assets for 284 client accounts. It has been registered with the SEC as an adviser since 2004 and has operated in the jurisdiction of California.
Sheldon, Kirk Roy provides financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. It prepares financial plans for more than 100 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Sheldon, Kirk Roy is $34.98 million. The firm's AUM has grown by 1% 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 Sheldon, Kirk Roy for their services and products based on a percentage of assets under management, hourly charges, fixed fees, and commissions. 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.
The principal office where Sheldon, Kirk Roy performs its advisory services is located at 2221 Camino Del Rio South, San Diego, CA 92108 3718, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 619-295-4883 or by fax 619-299-9344. The normal business hours are 9:00 am to 5:00 pm on Monday - Friday.