SHOREPOINT CAPITAL PARTNERS LLC

220 Norwood Park South
Suite 101
Norwood, Massachusetts 02062
Tel: 781-341-7250

About SHOREPOINT CAPITAL PARTNERS LLC

SHOREPOINT CAPITAL PARTNERS LLC, formally registered with the SEC as SHOREPOINT CAPITAL PARTNERS LLC. The firm was established in 11/05/2009. They have over 1 offices throughout the country.

SHOREPOINT CAPITAL PARTNERS LLC is a Norwood, Massachusetts based Financial Planning firm with nearly $800,493,148 assets under management, offering retirement planning & investment advisory services to 1107 clients. The firm is staffed with 10 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	152087
SEC#	801-70760
Assets Managed by Firm	$800,493,148
No. of Clients	1107
No. of Advisors	10

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees
Performance Based

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

Firm Client Information

	No. of Clients	AUM
Firm Total	1107	$800,493,148
Individuals (other than high net worth individuals)	208	$313,712,328
High net worth individuals	175	$420,648,996
Pension and profit sharing plans	12	$29,777,691
Charitable organizations	2	$4,249,301

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