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SHORE MORGAN YOUNG WEALTH STRATEGIES
NEW ALBANY, OH
(614) 888-2117
SEC #801-114104Total AUM
$615M
Employees
10Clients
505Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
29 S HIGH STREET
SUITE A
NEW ALBANY
OH 43054
United States
SUITE A
NEW ALBANY
OH 43054
United States
Operating Hours
9:00AM - 5:00PM
Monday - Friday
Monday - Friday
Phone
(614) 888-2117
Financials
Total AUM
$615M
Accounts
1,251Discretionary
$590M
Accounts
1,192Non-Discretionary
$25.1M
Accounts
59
Clients
Individual Clients
227AUM
$57.6M
HNW Individual Clients
243AUM
$535.6M
Pension/Profit Sharing Plan Clients
13AUM
$11M
Charitable Organization Clients
3AUM
$518.3K
Corporation or Business Clients
19AUM
$10.4M
Services
Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension ConsultingPublications
Compensation Types
Charges Fixed FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
CACTFLGAILLAMANCNJNYOHPASCTXWI
Affiliates
Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.