Shp Wealth Management, LLC
Shp Wealth Management, LLC (CRD# 174697) is a financial advisory firm headquartered in Plymouth, MA. They manage $1,097,350,737 in 5,758 accounts and serve the financial needs of clients across 15 states (or territories).
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Total Assets Under Management1,097MILLION
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Total Number of Accounts5,758ACCOUNTS
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Average Account Value$190,578
- A percentage of assets under your management
- Hourly charges
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
CA, CO, CT, FL, GA, IL, LA, MA, ME, NH, NY, RI, SC, TX, VT
Patrick Randall (CRD# 5429822) is an Investment Advisor Representative working at SHP Financial in Plymouth, MA and has over 10 years of experience in the finance industry.
Kyle Britton (CRD# 6588859) is an Investment Advisor Representative working at Shp Wealth Management, LLC in Plymouth, MA and has over 7 years of experience in the finance industry.
Anthony Finocchiaro (CRD# 6674790) is an Investment Advisor Representative working at Shp Wealth Management, LLC in Plymouth, MA and has over 4 years of experience in the finance industry.
Raphael Hanna (CRD# 7268990) is an Investment Advisor Representative working at Shp Wealth Management, LLC in Plymouth, MA and has over 2 years of experience in the finance industry.
Owen Imparato (CRD# 6713205) is an Investment Advisor Representative working at Shp Wealth Management, LLC in Plymouth, MA and has over 7 years of experience in the finance industry.
Joshua Kosinski (CRD# 7739239) is an Investment Advisor Representative working at Shp Wealth Management, LLC in Plymouth, MA and has 1 year of experience in the finance industry.
Chase Reardon (CRD# 6956195) is an Investment Advisor Representative working at Shp Wealth Management, LLC in Plymouth, MA and has over 4 years of experience in the finance industry.
Rafael Reyes (CRD# 7283017) is an Investment Advisor Representative working at Shp Wealth Management, LLC in Plymouth, MA and has 1 year of experience in the finance industry.
James Sferrazza (CRD# 7694200) is an Investment Advisor Representative working at Shp Wealth Management, LLC in Plymouth, MA and has 1 year of experience in the finance industry.
Jack Tomczyk (CRD# 7457348) is an Investment Advisor Representative working at Shp Wealth Management, LLC in Plymouth, MA and has over 2 years of experience in the finance industry.