Company Overview
- Headquarters
- 2018 156th Ave NE, Bellevue WA
- Website
- shcfinancial.com
- Phone
- (425) 998-9680
- Employees
- 3
- Founded in
- 2005
- Industry
- Financial Services
- NAICS Code
-
NAICS Code 523 CompaniesNAICS Code 52393 CompaniesNAICS Code 52 CompaniesNAICS Code 5239 Companies
- SIC Code
-
SIC Code 628 CompaniesSIC Code 62 Companies
Financials & Stats
Revenue
$1B
Who is SHC Financial
SHC Financial is a financial planning firm based in Bellevue, Washington, with a team of 5 to 9 employees. They specialize in providing personalized financial advice and investment management strategies to individuals seeking to achieve their financial goals. SHC Financial utilizes a "personal CFO" approach, working closely with clients to model the financial consequences of their decisions and develop comprehensive financial plans tailored to their unique circumstances and objectives. Their investment philosophy centers on an active style that incorporates technical analysis to minimize emotional influences and optimize portfolio allocation, particularly during periods of market volatility. The firm's services include securities and financial planning, offered through LPL Financial, a registered investment advisor. LPL Financial is a member of FINRA and SIPC, ensuring adherence to industry regulations and investor protection. Clients can connect with SHC Financial through their website at shcfinancial.com.
SHC Financial Industry Tags
SHC Financial Tech Stack
Companies Similar to SHC Financial
Analyze industry trends and opportunities by examining competitors and companies comparable to SHC Financial, including their performance metrics, financials, growth dynamics, and competitive benchmarks.
| Company Name | Revenue | Number of Employees | Location | Founded in |
|---|---|---|---|---|
| 1M | 2 | Boynton Beach, FL | 2007 | |
| 1M | 7 | |||
| 1M | 4 | Venice, FL | ||
| 1M | 15 | Casper, WY | 2018 | |
| 1M | 50 | Fresno, CA | 1983 |