SHP WEALTH MANAGEMENT, LLC - Financial Advisor in Massachusetts, Plymouth

Tel: 508-746-2400 225 Water St Suite C210 Plymouth, Massachusetts 02360

About SHP WEALTH MANAGEMENT, LLC

SHP WEALTH MANAGEMENT, LLC is a Plymouth, Massachusetts based financial advisory firm with nearly $1,097,350,737 in assets under management and provides investment advisory services for 5758 clients. There are currently 49 financial advisors at the firm.

General Information

Firm CRD#:

174697

Firm SEC#:

801-108679

Assets Under Management:

$1,097,350,737

No. of Clients:

5758

No. of Advisors:

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors
Education seminars/workshops

Fee Structure:

A percentage of AUM, Hourly charges, Other (SELECTION OF OTHER ADVISERS FEES)

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