AS
AS

Albert Shilling

53 Years of Experience
Springfield, NJ
3 Disclosures

Albert Shilling is a registered investment advisor at A. Gary Shilling & CO., based in Springfield, NJ, with 53 years of industry experience. Albert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 22 clients with $54M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
22 clients
Average Client Portfolio
$2.5M average
Assets Under Management
$54.4M

Fee Structure

Minimum Investment:$1M
Investment management only (planning not offered)

AGS charges advisory fees based on the client's account size and type. These fees are billed quarterly in advance. Clients also pay additional fees charged by the investments used, such as ETF expenses and brokerage fees. There is no termination fee, and clients can choose to be billed directly or have the fee deducted from their account.

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Location

500 Morris Ave., Springfield, NJ, 07081

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History

Regulatory History (3)
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Regulatory
May 2005
Final
Regulatory
October 2003
Final
Regulatory
September 2000
Final
Other Business Activities

Albert is an owner of Gary Shilling & Co., Inc., an economic consulting firm serving institutional investors and corporations.

Employment History
Current Registrations
A. Gary Shilling & CO.
April 2017 - Present · 9 yrs 1 mo
Previous Registrations
Thornhill Securities, INC.
August 2009 - August 2017 · 8 yrs
Thornhill Securities, INC.Broker
November 2005 - August 2017 · 11 yrs 9 mos
Troster Singer Stevens RothchildBroker
September 1978 - October 1978 · 1 mo
A. Gary Shilling & CO., INC.Broker
September 1978 - December 2005 · 27 yrs 3 mos
White, Weld & CO. IncorporatedBroker
November 1972 - May 1978 · 5 yrs 6 mos
State Registrations2 states
NJTX
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.