Shorey Huntington Corporation (Concord)

Name: Shorey Huntington Corporation
Address: 30 Monument Square, Concord, MA, 01742
Telephone: 978.369.4597

Shorey Huntington Corporation is a large advisory firm based in Concord. It manages $165.54 million of regulatory assets for 970 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of California, Connecticut, District of Columbia, and 9 other states.

Shorey Huntington Corporation provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and pension consulting services. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Shorey Huntington Corporation: assets under management

The assets under management (AUM) of Shorey Huntington Corporation is $165.54 million. The firm's AUM has grown by 132% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $158.12 million in discretionary accounts and $7.42 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $166.09 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $412.06 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Shorey Huntington Corporation for their services and products based on a percentage of assets under management and hourly charges. 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.

Careers at Shorey Huntington Corporation

Roger Shorey Walker has been acting as President since 1 Jul 1970. Gerald R Mueller joined the executive team most recently as the Treasurer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Roger Shorey Walker	President	1 Jul 1970	75% - 100%	457345
Gerald R Mueller	Vice-president	1 Apr 1991	25% - 50%	2469252
Gregory Nelson Thomas	President	1 Jun 2001	Other	445150
David R. Ryder	Stockholder	1 Jun 2001	Other	4767238
Gerald R Mueller	Treasurer	1 Oct 2003	Other	2469252

Based in Concord

The principal office where Shorey Huntington Corporation performs its advisory services is located at 30 Monument Square, Concord, MA 01742, 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 978.369.4597 or by fax 978.369.1844. The normal business hours are 9-5 on Monday - Friday. You can find more information about the New York firm at shorey-huntington.com.