David Shilling
David Shilling is a registered investment advisor at Altitude Capital Management LLC, based in Westminister, CA, with 4 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 295 clients with $49M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Altitude Capital Management charges a monthly fee based on the size of your portfolio and the complexity of services. The annual fee is a maximum of 2.0%. Consulting services are included in these fees, except in unique circumstances where a separate financial planning agreement may be required. Fees are negotiable.
Location
Westminister, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
David is an insurance representative selling insurance products through Whitney & Associates and a mortgage broker with West Capital Lending. He spends about 10-20% of his time on each of these activities during trading hours.
Employment History
Current Registrations
Altitude Capital Management LLC
Previous Registrations
Transamerica Financial Advisors, INC.
Transamerica Financial Advisors, INCBroker
State Registrations1 state
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.