New Shore Financial LLC

New Shore Financial LLC (CRD# 301148) is a financial advisory firm headquartered in Wrentham, MA. They manage $8,931,000 in 21 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
513 South Street, Suite 201, Wrentham, MA 02093
https://www.facebook.com/newshorefinancial
By the Numbers
  • Total Assets Under Management
    9
    MILLION
  • Total Number of Accounts
    21
    ACCOUNTS
  • Average Account Value
    $425,286
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

MA

Financial Advisors at New Shore Financial LLC
Showing 1 - 1 of 1 top financial advisors.
1
Susan Danson, financial advisor Wrentham MA
Susan E. Danson
CRD#: 6400773
513 South Street, Suite 201, Wrentham, MA 02093

Susan Danson (CRD# 6400773) is an Investment Advisor Representative working at New Shore Financial LLC in Wrentham, MA and has over 9 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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