Overview
Assets Under Management: $615 million
Headquarters: NEW ALBANY, OH
High-Net-Worth Clients: 243
Average Client Assets: $2.2 million
Frequently Asked Questions
SHORE MORGAN YOUNG WEALTH STRATEGIES is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #298682), SHORE MORGAN YOUNG WEALTH STRATEGIES is subject to fiduciary duty under federal law.
SHORE MORGAN YOUNG WEALTH STRATEGIES is headquartered in NEW ALBANY, OH.
SHORE MORGAN YOUNG WEALTH STRATEGIES serves 243 high-net-worth clients according to their SEC filing dated March 20, 2024. View client details ↓
According to their SEC Form ADV, SHORE MORGAN YOUNG WEALTH STRATEGIES offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and pension consulting services. View all service details ↓
SHORE MORGAN YOUNG WEALTH STRATEGIES manages $615 million in client assets according to their SEC filing dated March 20, 2024.
According to their SEC Form ADV, SHORE MORGAN YOUNG WEALTH STRATEGIES serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting
Clients
Number of High-Net-Worth Clients: 243
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 87.08%
Average Client Assets: $2.2 million
Total Client Accounts: 1,251
Discretionary Accounts: 1,192
Non-Discretionary Accounts: 59
Regulatory Filings
CRD Number: 298682
Filing ID: 1845861
Last Filing Date: 2024-03-20 15:08:00