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SHOREHAVEN WEALTH PARTNERS, LLC
Tel: 732-447-9301
188 East Bergen Place Suite 202
Red Bank, New Jersey 07701
SHOREHAVEN WEALTH PARTNERS, LLC
SHOREHAVEN WEALTH PARTNERS, LLC is a Red Bank, New Jersey based financial advisory firm with nearly $400,868,341 in assets under management and provides investment advisory services for 1106 clients. There are currently 5 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 , Selection for other advisors
Fee Structure:
A percentage of AUM, Fixed fees
Firm CRD#:
308026
SEC#:
801-119024
No. of Clients:
1106
Assets under Management
$400,868,341
No. of Advisors:
5
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