SHOREPOINT CAPITAL PARTNERS LLC - Financial Advisor in Massachusetts, Norwood

Tel: 781-341-7250 220 Norwood Park South Suite 101 Norwood, Massachusetts 02062

About 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

Firm CRD#:

152087

Firm SEC#:

801-70760

Assets Under Management:

$800,493,148

No. of Clients:

1107

No. of Advisors:

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

Find & Compare Top Financial Advisors in your area

A better way to find the right financial advisor

Are you a Financial Advisor in Massachusetts?

Active investors submitted requests in your area.
Do you qualify to be in our network and get matched?

Top Financial Advisory Firms in Massachusetts, Norwood

FirmCRD#:166571

SEC#:801-110450

No. of Advisors:5

No. of Clients:380

AUM:$159,815,915

FirmCRD#:152640

SEC#:801-124894

No. of Advisors:1

No. of Clients:504

AUM:$106,194,105

Financial AdvisorFirmCRD#SEC#No. of ClientsNo. of AdvisorsAUM

FINARC INVESTMENTS, INC.

166571

801-110450

380

$159,815,915

PROFICIENT WEALTH COUNSELORS, LLC

152640

801-124894

504

$106,194,105

Explore More Financial Advisor Firms in Norwood, Massachusetts >>