Unclaimed Profile

Alice E Dahms

WEST SHORE GROUP, LLC·HADDONFIELD, New Jersey

Clean recordWEST SHORE GROUP, LLC

21 EAST EUCLID AVENUE, HADDONFIELD, NJ 08033CRD# 5224900Firm CRD# 167778

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Alice E Dahms · HADDONFIELD, NJ

Registration

CRD #5224900 · WEST SHORE GROUP, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Alice E Dahms is a registered financial advisor based in HADDONFIELD, New Jersey, affiliated with WEST SHORE GROUP, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Fee-Only Advisory

Client Types

Institutional Investors

Introduction

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Firm Overview

Firm

WEST SHORE GROUP, LLC

AUM

$32M

Regulatory assets under management

Employees

Total firm employees

View all advisors at WEST SHORE GROUP, LLC →

Services

Portfolio management (pooled investments)

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 5224900

Firm CRD# 167778

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Frequently Asked Questions

What services does Alice E Dahms offer?

Alice E Dahms specializes in Investment Management, Fee-Only Advisory. Contact their office in HADDONFIELD, New Jersey for a consultation.

What are Alice E Dahms's credentials?

Alice E Dahms is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Alice E Dahms located?

Alice E Dahms is based in HADDONFIELD, New Jersey, working with WEST SHORE GROUP, LLC. Their office serves clients in the HADDONFIELD metropolitan area and surrounding communities.

How does Alice E Dahms charge for services?

Alice E Dahms's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is WEST SHORE GROUP, LLC?

WEST SHORE GROUP, LLC has approximately 4 employees and manages $32M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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