SHOREPOINT CAPITAL PARTNERS LLC
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
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
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