SHOREHAVEN WEALTH PARTNERS, LLC

RED BANK, New Jersey·4 registered advisors·CRD# 308026

SEC# 801-1190240732-447-9301

01

Firm Overview

AUM

$401M

Regulatory assets under management

Employees

5

Total firm employees

Advisors

4

Registered representatives

02

Services & Fees

Advisory Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Compensation

Percentage of AUM

Subscription fees

03

Specialties

Financial Planning Investment Management Wealth Management

04

Advisors at SHOREHAVEN WEALTH PARTNERS, LLC

4 registered advisors

Lawrence Nm Durso

RED BANK, New Jersey

Michael Christopher Lombardi

RED BANK, New Jersey

Michael Lawrence Durso

RED BANK, New Jersey

Sheryl Ann Iannuzzelli

RED BANK, New Jersey

05

Office Locations

RED BANK, New Jersey

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Data sourced from SEC Form ADV filings. SHOREHAVEN WEALTH PARTNERS, LLC (CRD# 308026) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.