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SOUTH SHORE CAPITAL ADVISORS, LLC
115 Ripley Road
Unit 1
Cohasset, Massachusetts 02025-1715
Tel: 781-740-9310
About SOUTH SHORE CAPITAL ADVISORS, LLC
SOUTH SHORE CAPITAL ADVISORS, LLC, formally registered with the SEC as SOUTH SHORE CAPITAL ADVISORS, LLC. The firm was established in 06/01/2015. They have over 1 offices throughout the country.
SOUTH SHORE CAPITAL ADVISORS, LLC is a Cohasset, Massachusetts based Financial Planning firm with nearly $217,384,769 assets under management, offering retirement planning & investment advisory services to 231 clients. The firm is staffed with 3 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 142915 |
| SEC# | 801-96332 |
| Assets Managed by Firm | $217,384,769 |
| No. of Clients | 231 |
| No. of Advisors | 3 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 231 | $217,384,769 |
| Individuals (other than high net worth individuals) | 25 | $7,056,208 |
| High net worth individuals | 69 | $203,849,592 |
| Charitable organizations | Fewer than 5 clients | $6,478,969 |
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