DIRECTORY OF REGISTERED ADVISORS
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SHOREPOINT CAPITAL PARTNERS LLC
Tel: 781-341-7250
220 Norwood Park South Suite 101
Norwood, Massachusetts 02062
SHOREPOINT CAPITAL PARTNERS LLC
SHOREPOINT CAPITAL PARTNERS LLC is a Norwood, Massachusetts based financial advisory firm with nearly $800,493,148 in assets under management and provides investment advisory services for 1107 clients. There are currently 10 financial advisors at the firm.
General Information
Advisory Services Provided:
Financial planning services , Portfolio management for individuals and/or small businesses , Portfolio management for pooled investment vehicles , Pesnsion consulting services , Publication of periodicals and newsletters
Fee Structure:
A percentage of AUM, Hourly charges, Fixed fees, Performance Based
Firm CRD#:
152087
SEC#:
801-70760
No. of Clients:
1107
Assets under Management
$800,493,148
No. of Advisors:
10
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