Joshua
Fudge
Shelton Capital Management
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About this Advisor
Joshua Fudge is a financial advisor who works out of Denver, Colorado, who has 2 years of industry experience. Fudge is an employee of Shelton Capital Management. Over the course of their career, Fudge has held roles at Oppenheimerfunds, Foreside Funds Distributors LLC, Whv Investments, Inc, Rbc Capital Markets, LLC and Shelton Capital Management. Fudge maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is registered to work in California and Colorado. Shelton Capital Management is an advisory business operating out of Denver, CO. It has a total of 34 advisors. It oversees $3 billion in assets across its 938 accounts, placing it among the largest firms in the United States by assets under management. The firm advises 10 charities and foundations. Of its 938 customer accounts, just 9% belong to high-net-worth clients who have at least $1 million in investable assets. The business has a set of services, including portfolio management for individuals and small businesses and portfolio management for investment companies. Fees charged by financial advisors usually are based on the type of services. Fees charged by Shelton Capital Management typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Shelton Capital Management Brokerage Details
$3,258,942,910
34
938
$3,474,353
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
Joshua Fudge Work History
Joshua has been registered as a financial advisor for 2 years.*
Shelton Capital Management
Rbc Capital Markets, LLC
Rbc Capital Markets, LLC
Foreside Funds Distributors LLC
Whv Investments, Inc
Oppenheimerfunds
*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 Joshua Fudge 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 Shelton Capital Management
Denver, CO
Denver, CO
Denver, CO
Denver, CO
Denver, CO
San Francisco, CA
Greenwich, CT
Denver, CO
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