Skip to content
SF
RIA · CRD 287751State-Registered Investment Adviser

Updated:

Shenandoah Financial

Shenandoah Financial Advisors provide service to clients across the country from an office in Winchester, Virginia. A team of advisors with different...

Overview

Shenandoah Financial Advisors provide service to clients across the country from an office in Winchester, Virginia. A team of advisors with different backgrounds and expertise work together to meet clients' financial goals and needs using human touch and technology. They help clients plan for the future and offer investments and related advisory services.

General information

Firm type

RIA

Location

City

Winchester

Principals

Craig Alden

Financial Advisor

Emily Parent

Financial Advisor

Elaine Hartselle

Office Manager

Laura Woodle

Office Manager

Frequently asked questions

How does Shenandoah Financial source proprietary deal flow?

Deal sourcing mechanisms are not publicly known. With no disclosed strategy or team, it is unclear whether the firm relies on direct relationships, intermediaries, or external fund managers.

Does Shenandoah Financial participate in fund commitments or only direct deals?

Neither fund commitments nor direct deal activity by Shenandoah Financial have been reported in public sources or industry databases.

What investment stages does Shenandoah Financial typically target?

No investment stage preferences are documented for Shenandoah Financial. There is no public information on whether the firm targets venture, growth, buyout, real assets, or other stages.

Profile maintained by Altss. Updated: . To correct this record or make a privacy request, send the page URL and your evidence to privacy@altss.com; corrections are free.

Research Shenandoah Financial in Altss

Explore available research and relationship coverage for this adviser in Altss.

Book a demo

Browse by category

More RIA profiles