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Building 2SOUTH SHORE CAPITAL ADVISORS, LLC

Map pinBOSTON, MA
Phone781-740-9310
NotebookSEC #801-96332
Total AUM
$272.8M
Employees
3
Clients
97

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
100 FRANKLIN STREET
SUITE 403
BOSTON
MA 02110
United States
Operating Hours
BY APPOINTMENT ONLY
Monday - Friday
Phone
781-740-9310
Other Offices
1

ReceiptFinancials

Total AUM
$272.8M
Accounts
250
Discretionary
$183.2M
Accounts
205
Non-Discretionary
$89.6M
Accounts
45

ContactClients

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Individual Clients
31
AUM
$9.8M
HNW Individual Clients
65
AUM
$255.8M
Charitable Organization Clients
1
AUM
$7.2M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACTFLMANHNYTX

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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