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Alice E Dahms

WEST SHORE GROUP, LLC·HADDONFIELD, New Jersey
SIE, Series 7, Series 63Clean 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
01

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 63
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
WEST SHORE GROUP, LLC
CRD 167778 · SEC 801-78178
AUM
$32M
Regulatory assets under management
Employees
4
1 client accounts
Services offered by WEST SHORE GROUP, LLC
Per Form ADV
Portfolio management (pooled investments)
Client types served by the firm
Per Form ADV
Institutional Investors
View all advisors at WEST SHORE GROUP, LLC →
Introduction

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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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HADDONFIELD, NJ

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