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John Shao Portfolio Management, Inc. (Plano)


John Shao Portfolio Management, Inc. is an adviser based in Plano. It manages $65 million of regulatory assets for 56 client accounts. It has been registered with the SEC as an adviser since 2004 and has operated in the jurisdictions of Oklahoma and Texas.

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John Shao Portfolio Management provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

John Shao Portfolio Management: assets under management

The assets under management (AUM) of John Shao Portfolio Management, Inc. is $65 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 41% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $65 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.16 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay John Shao Portfolio Management, Inc. for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Plano

The principal office where John Shao Portfolio Management, Inc. performs its advisory services is located at 5521 Roland Dr., Plano, TX 75093, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 972-608-5374 or by fax 469-546-3697. The normal business hours are 9:00 to 17:00 on Monday - Friday. You can find more information about the New York firm at www.john-shao.com.


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