Headquarters: Denver
AUM: $5.3 billion as of June 30
U.S. employees: 45
Years Won: 2020-2024
Three cool things:
- Pays medical, visual and dental premiums for employees and their dependents. Also offers branded swag — such as vests, speakers and pickleball rackets — after 90 days, and after a year of employment.
- Promotes team building through sports days, escape room challenges and hibachi dinners. Fosters comfortable environment through Casual Fridays and Flip-Flop Fridays during the summer.
- Recruits local graduates to join the Shelton Academy program, where they rotate through three internal departments and take FINRA-sponsored exams. Also encourages personal growth through mentorship and leadership training.
Employees say:
- “The executive committee goes above and beyond for each employee, and truly values all of them as more than just a number. I am always encouraged to reach my full potential, and everyone in the office is more than supportive.”
- “You can make a difference here. The communication and employee culture are great.”
- “All of my co-workers are really nice, and I enjoy working with them. Being in a small company I have opportunities I wouldn’t otherwise have, which is nice.”
