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Shetland Financial, PLLC
Shetland Financial, PLLC is a US-based family office with no publicly disclosed principals, AUM, or investment activity.
Shetland Financial, PLLC
Shetland Financial, PLLC is an SEC-registered investment adviser in Center Valley, PA. The firm manages approximately $3 million in regulatory assets. It has 2 employees and 1 investment adviser.
General information
Firm type
Single Family Office
Year founded
—
AUM
Undisclosed
Location
Region
—
Country
—
City
—
Corporate office
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Frequently asked questions
Who runs Shetland Financial, PLLC?
No named principal or executive is publicly associated with Shetland Financial. The firm's leadership structure is not disclosed in corporate filings or other public records.
What is the wealth origin of the family behind Shetland Financial?
The wealth origin is not publicly documented. The specific family served by Shetland Financial has not been identified.
How does Shetland Financial deploy capital?
Shetland Financial's investment strategy is not publicly known. No deal activity, portfolio holdings, or co-investment relationships have been reported.
Is Shetland Financial a single-family or multi-family office?
Based on the firm's PLLC registration and low profile, it is inferred to be a single-family office. Public records do not confirm whether it serves multiple families.
Where is Shetland Financial headquartered?
The firm's headquarters city and address are not publicly listed. It is registered as a PLLC, common among professional services entities in the United States.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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