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NEW SHORE FINANCIAL LLC
CRD 301148
513 SOUTH STREET, SUITE 201, WRENTHAM, MA, 02093, United States
Phone
(617) 699-6585
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$14.0M
Discretionary AUM
$14.0M
Team
1 total employees; 1 advisory reps; 10 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-26
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 8 | $4.7M |
| High net worth individuals | 5 | $9.4M |
All web addresses on file
Official SEC filing: View on IAPD