Adviser Profile
| As of Date | 04/26/2026 |
| Registration status | Registration Changed to SOUTH SHORE INVESTMENT SERVICES LLC |
| ADV Location | NORWELL, MA, United States |
| Contact Info | (78 xxxxxxx |
| Websites |
| AUM* | 117,927,211 237% |
| of that, discretionary | 117,927,211 237% |
| Number of Employees | 5 67% |
| of those in investment advisory functions | 2 100% |
| Private Fund GAV* | 0 |
| Avg Account Size | 141,739 44% |
| % High Net Worth | 3.86% 65% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Educational seminars/workshops
Compensation Arrangments
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Reported AUM
1
1
1
1
Private Funds
No private funds