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

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