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Building 2SHP WEALTH MANAGEMENT, LLC

Map pinPLYMOUTH, MA
Phone508-746-2400
NotebookSEC #801-108679
Total AUM
$1.9B
Employees
49
Clients
2,364

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
225 WATER ST
SUITE C210
PLYMOUTH
MA 02360
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
508-746-2400
Other Offices
5

ReceiptFinancials

Total AUM
$1.9B
Accounts
7,457
Discretionary
$1.8B
Accounts
7,051
Non-Discretionary
$121.8M
Accounts
406

ContactClients

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Individual Clients
1,778
AUM
$661.8M
HNW Individual Clients
483
AUM
$1.1B
Pension/Profit Sharing Plan Clients
8
AUM
$16.3M
Charitable Organization Clients
1
AUM
$1.6M
Investment Advisor Clients
90
AUM
$98.6M
Corporation or Business Clients
4
AUM
$4.4M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
SELECTION OF OTHER ADVISERS FEES

Shield checkCompliance

Disclosures
Other Regulator Violation Finding
State Registrations
CACOCTFLGAILLAMAMENHNYRISCTXVT

HandshakeAffiliates

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Affiliates
Reported 29 business affiliates.
Claimed Affiliates
Reported as an affiliate by 17 other businesses.

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