|
⚲
|
| South Shore Investment Services LLC
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|
|
|---|---|
| CRD # | 311450 |
| SEC # | 801-135966 |
| CIK # | |
| AUM | $117.9 M (2026-03-25) |
| Employees | 5 (40% Investors, 0% Brokers) |
| Phone | 781-887-8978 |
| Address | 52 Accord Park Drive Norwell, MA 02061 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 548 | 89.0 |
| (b) Individuals (high net worth individuals) | 22 | 28.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 832 | 117.9 |
| By Discretionary | ||
| Discretionary | 832 | 117.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 832 | 117.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 117.9 | |
| Total | 832 | 117.9 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Compass Capital Management LLC
✚
|
OK | 0.1 |
|
Redeem Financial Group LLC
✚
|
AZ | 0.1 |
|
Hudson Financial Services Inc
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|
CA | 0.1 |
|
Pinnacle Wealth Management Partners Inc
✚
|
MI | 0.1 |
|
Vanderpol Investments LLC
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|
MI | 0.1 |
|
Willamette Financial Advisors LLC
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|
OR | 0.1 |
|
CIRO Capital LLC
✚
|
NJ | 0.1 |
|
Trail Financial Planning LLC
✚
|
WA | 0.1 |
|
Arlington Securities Inc
✚
|
0.1 | |
|
Whitwell & Co LLC
✚
|
0.1 |