James
Shields
Towle & Co
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About this Advisor
James Shields is a chartered financial analyst operating in Denver, Colorado who has 8 years of industry experience. Shields works at Towle & Co. Their career trajectory has included roles at Deloitte Financial Advisory Services, Llp, Towle & Co and University Of Chicago Booth School Of Business. Shields can serve investors in Colorado and Missouri. Towle & Co is a registered investment business operating out of Denver, CO. The company has offices in three locations and a total of 10 advisors. It administers $773 million in total assets between its 80 accounts, placing it among the larger investment advisory firms in the country by assets under management. The firm serves 12 charitable organizations. Of its 80 accounts, 74% are associated with high-net-worth investors who have at least $1 million in assets available to invest. Towle & Co provides a wide range of services, including portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles and portfolio management for institutional clients. Fees charged by financial advisors are based on the financial services. Fee types charged by Towle & Co can be comprised of any blend of asset-based and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Towle & Co Brokerage Details
$773,407,222
10
80
$9,667,590
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
James Shields Work History
James has been registered as a financial advisor for 8 years.*
Towle & Co
University Of Chicago Booth School Of Business
Deloitte Financial Advisory Services, Llp
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of James Shields to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Towle & Co
Denver, CO
Denver, CO
St. Louis, MO
Denver, CO
Denver, CO
Chesterfield, MO
Denver, CO
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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