SHOREHAVEN WEALTH PARTNERS, LLC - Financial Advisor in New Jersey, Red Bank

Tel: 732-447-9301 188 East Bergen Place Suite 202 Red Bank, New Jersey 07701

About SHOREHAVEN WEALTH PARTNERS, LLC

SHOREHAVEN WEALTH PARTNERS, LLC is a Red Bank, New Jersey based financial advisory firm with nearly $400,868,341 in assets under management and provides investment advisory services for 1106 clients. There are currently 5 financial advisors at the firm.

General Information

Firm CRD#:

308026

Firm SEC#:

801-119024

Assets Under Management:

$400,868,341

No. of Clients:

1106

No. of Advisors:

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Selection for other advisors

Fee Structure:

A percentage of AUM, Fixed fees

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