NEW SHORE FINANCIAL LLC

NEW SHORE FINANCIAL LLC of WRENTHAM, MA is an SEC-registered investment adviser (CRD 301148). Regulatory assets under management: $14.0M.

Registration

• CRD: 301148
• Type: Registered investment adviser
• Location: 513 SOUTH STREET, WRENTHAM, MA, 02093
• Phone: (617) 699-6585
• Latest filing: 2026-02-26
• Regulatory AUM: $14.0M
• Discretionary AUM: $14.0M
• Clients: 1
• Accounts: 30

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 301148 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search