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Working at Shearwater Capital Management Inc

Zippia score 3.6

Overview

Revenue

Reviews

CEO & Executives

Shearwater Capital Management Inc overview

Industry
Pensions and Funds
Revenue
$580K
Headquarters
Employees
50
Founded in
Website
Organization type
Private
CEO
Phil Higgins
Shearwater Capital Management Inc is primarily engaged in issuing unit investment trusts or face-amount certificates; and in issuing shares, other than unit investment trusts and face-amount certificate companies, whose shares contain no provision requiring redemption by the company upon request of the security holder. Unit investment trust companies (1) are organized under a trust indenture, contract of custodianship or agency, or similar instrument; (2) do not have a board of directors; and (3) issue only securities redeemable at the request of the security holder, each of which represents an undivided interest in a unit of specified securities, but does not include voting trusts. Face-amount certificates, sometimes referred to as guaranteed face-amount certificates, are essentially obligations of the issuing company to pay a fixed sum at a specified maturity date and usually require periodic payments by the purchaser.
Shearwater Capital Management Inc is a small finance company based in California with only 50 employees and an annual revenue of $580,000.

Shearwater Capital Management Inc's mission statement

To ensure a sustainable retirement income so that you can enjoy your retirement without financial concerns. We are here for you whenever you need us. We understand that life, and financial priorities, can change.

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The team at Shearwater Capital Management Inc

  • The key people at Shearwater Capital Management Inc is Phil Higgins.
Key people
Phil Higgins

Shearwater Capital Management Inc rankings

Shearwater Capital Management Inc is ranked #17 on the Best companies to work for in Larkspur, CA list. Zippia's Best Places to Work lists provide unbiased, data-based evaluations of companies. Rankings are based on government and proprietary data on salaries, company financial health, and employee diversity.

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Shearwater Capital Management Inc financial performance

6.0
Performance score

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    Updated March 14, 2024

    Zippia gives an in-depth look into the details of Shearwater Capital Management Inc, including salaries, political affiliations, employee data, and more, in order to inform job seekers about Shearwater Capital Management Inc. The employee data is based on information from people who have self-reported their past or current employments at Shearwater Capital Management Inc. The data on this page is also based on data sources collected from public and open data sources on the Internet and other locations, as well as proprietary data we licensed from other companies. Sources of data may include, but are not limited to, the BLS, company filings, estimates based on those filings, H1B filings, and other public and private datasets. While we have made attempts to ensure that the information displayed are correct, Zippia is not responsible for any errors or omissions or for the results obtained from the use of this information. None of the information on this page has been provided or approved by Shearwater Capital Management Inc. The data presented on this page does not represent the view of Shearwater Capital Management Inc and its employees or that of Zippia.

    Shearwater Capital Management Inc may also be known as or be related to Shearwater Capital LLC, Shearwater Capital Management Inc and Shearwater Investment Co.