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PARK SHORE PARTNERS LLC
5121 Zuck Road
Erie, Pennsylvania 16506
Tel: 814-836-5776
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 Status | Approved |
|---|---|
| Firm CRD# | 145265 |
| SEC# | 801-68594 |
| Assets Managed by Firm | $115,335,997 |
| No. of Clients | 5 |
| No. of Advisors | 12 |
Fee Structure
- A percentage of AUM
- Performance Based
Advisory Services Provided
- Portfolio management for pooled investment vehicles
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 5 | $115,335,997 |
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