188 East Bergen Place
Suite 202
Red Bank, New Jersey 07701
Tel: 732-447-9301
SHOREHAVEN WEALTH PARTNERS, LLC, formally registered with the SEC as SHOREHAVEN WEALTH PARTNERS, LLC. The firm was established in 07/10/2020. They have over 1 offices throughout the country.
SHOREHAVEN WEALTH PARTNERS, LLC is a Red Bank, New Jersey based Financial Planning firm with nearly $400,868,341 assets under management, offering retirement planning & investment advisory services to 1106 clients. The firm is staffed with 5 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 308026 |
SEC# | 801-119024 |
Assets Managed by Firm | $400,868,341 |
No. of Clients | 1106 |
No. of Advisors | 5 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 1106 | $400,868,341 |
Individuals (other than high net worth individuals) | 199 | $63,636,288 |
High net worth individuals | 126 | $305,664,441 |
Corporations or other businesses | 21 | $31,567,612 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$1,014,741,753,029 | 1021 | 1705 | |
$702,387,082,915 | 1093486 | 12701 | |
$691,908,159,462 | 1840565 | 61 | |
$499,516,358,508 | 637 | 925 | |
$458,191,510,749 | 46332 | 1483 |
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