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Building 2SOUTH SHORE INVESTMENT SERVICES LLC

Map pinNORWELL, MA
Phone(781) 887-8978
NotebookSEC #801-135966
Total AUM
$117.9M
Employees
5
Clients
570

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
52 ACCORD PARK DRIVE
2ND FLOOR
NORWELL
MA 02061
United States
Operating Hours
9:00AM - 6:00PM
Monday - Friday
Phone
(781) 887-8978
Other Offices
1

ReceiptFinancials

Total AUM
$117.9M
Accounts
832
Discretionary
$117.9M
Accounts
832
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
548
AUM
$89M
HNW Individual Clients
22
AUM
$28.9M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Other FeeCharges Percentage AUM
Other Compensation
SELECTION OF OTHER ADVISERS

Shield checkCompliance

Disclosures

None reported

State Registrations
FLMA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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