SHOREPOINT CAPITAL PARTNERS LLC

NORWOOD, Massachusetts·2 registered advisors·CRD# 152087

SEC# 801-707600781-341-7250

01

Firm Overview

AUM

$736M

Regulatory assets under management

Employees

10

Total firm employees

Advisors

2

Registered representatives

02

Services & Fees

Advisory Services

Financial planning

Portfolio management (individuals)

Pension consulting

Publication of periodicals/newsletters

Market timing services

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Performance-based fees

03

Specialties

Financial Planning Investment Management Retirement Planning

04

Advisors at SHOREPOINT CAPITAL PARTNERS LLC

2 registered advisors

Luis Manuel Raposo

NORWOOD, Massachusetts

Timothy George Vanech

NORWOOD, Massachusetts

05

Office Locations

NORWOOD, Massachusetts

Research financial advisors

Browse all registered financial advisors or search by location and specialty.

Browse All Advisors

Data sourced from SEC Form ADV filings. SHOREPOINT CAPITAL PARTNERS LLC (CRD# 152087) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.