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PARK SHORE PARTNERS LLC

5121 Zuck Road
Erie, Pennsylvania 16506
Tel: 814-836-5776

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About PARK SHORE PARTNERS LLC

PARK SHORE PARTNERS LLC, formally registered with the SEC as PARK SHORE PARTNERS LLC. The firm was established in 11/28/2007. They have over 3 offices throughout the country.

PARK SHORE PARTNERS LLC is a Erie, Pennsylvania based Financial Planning firm with nearly $115,335,997 assets under management, offering retirement planning & investment advisory services to 5 clients. The firm is staffed with 12 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#145265
SEC#801-68594
Assets Managed by Firm$115,335,997
No. of Clients5
No. of Advisors12

Fee Structure

  • A percentage of AUM
  • Performance Based

Advisory Services Provided

  • Portfolio management for pooled investment vehicles

Firm Client Information

No. of ClientsAUM
Firm Total5$115,335,997

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