Shorepoint Capital Partners Llc, MA — Investment Adviser | BuildTrust

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SHOREPOINT CAPITAL PARTNERS LLC

Investment AdviceNORWOOD, MA

Assets Under Management

$800.5M

Total AUM

Donut chart: Discretionary 733.6M, Non-Discretionary 66.9M
Category	Value
Discretionary	733.6M
Non-Discretionary	66.9M

Adviser Information

Field	Value
CRD Number	152087
SEC Number	801-70760
Street Address	220 NORWOOD PARK SOUTH
Street Address 2	SUITE 101
Location	NORWOOD, MA 02062
Country	United States
Phone	781-341-7250
Fax	781-341-7246
Total Employees	10

Client Count by Type (399 Total)

Horizontal bar chart: Individuals (other than H… 208, High Net Worth Individual… 175, Pension/Profit Sharing Pl… 12, Pooled Investment Vehicle… 2, Charitable Organizations 2
Category	Value
Individuals (other than H…	208
High Net Worth Individual…	175
Pension/Profit Sharing Pl…	12
Pooled Investment Vehicle…	2
Charitable Organizations	2