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SHOREHAVEN WEALTH PARTNERS, LLC
188 East Bergen Place
Suite 202
Red Bank, New Jersey 07701
Tel: 732-447-9301
About SHOREHAVEN WEALTH PARTNERS, LLC
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.
Firm Information
| 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 |
Fee Structure
- A percentage of AUM
- Fixed fees
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
Firm Client Information
| 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 |
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