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SHP WEALTH MANAGEMENT, LLC
Tel: 508-746-2400
225 Water St Suite C210
Plymouth, Massachusetts 02360
SHP WEALTH MANAGEMENT, LLC
SHP WEALTH MANAGEMENT, LLC is a Plymouth, Massachusetts based financial advisory firm with nearly $1,097,350,737 in assets under management and provides investment advisory services for 5758 clients. There are currently 49 financial advisors at the firm.
General Information
Advisory Services Provided:
Financial planning services , Portfolio management for individuals and/or small businesses , Portfolio management for businesses or institutional clients , Pesnsion consulting services , Selection for other advisors , Education seminars/workshops
Fee Structure:
A percentage of AUM, Hourly charges, Other (SELECTION OF OTHER ADVISERS FEE
Firm CRD#:
174697
SEC#:
801-108679
No. of Clients:
5758
Assets under Management
$1,097,350,737
No. of Advisors:
49
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