Overview
Assets Under Management: $800 million
Headquarters: NORWOOD, MA
High-Net-Worth Clients: 5
Average Client Assets: $63 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Pension Consulting
Clients
Number of High-Net-Worth Clients: 5
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 39.19
Average High-Net-Worth Client Assets: $63 million
Total Client Accounts: 1,107
Discretionary Accounts: 1,075
Non-Discretionary Accounts: 32
Regulatory Filings
CRD Number: 152087
Filing ID: 1934441
Last Filing Date: 2025-03-05 06:47:00
Website: https://shorepointpartners.com