WEST SHORE GROUP, LLC

HADDONFIELD, New Jersey·2 registered advisors·CRD# 167778
SEC# 801-78178215-558-3500
01

Firm Overview

AUM
$32M
Regulatory assets under management
Employees
4
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Portfolio management (pooled investments)
Compensation
Percentage of AUM
03

Specialties

Investment ManagementFee-Only Advisory
04

Advisors at WEST SHORE GROUP, LLC

2 registered advisors
Alice E Dahms
HADDONFIELD, New Jersey
Jacob Daniel Summers
HADDONFIELD, New Jersey
05

Office Locations

HADDONFIELD, New Jersey
2 advisors

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Data sourced from SEC Form ADV filings. WEST SHORE GROUP, LLC (CRD# 167778) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.