SOUTH SHORE INVESTMENT SERVICES LLC

SOUTH SHORE INVESTMENT SERVICES LLC of NORWELL, MA is an SEC-registered investment adviser (CRD 311450). Regulatory assets under management: $117.9M.

Registration

• CRD: 311450
• SEC file number: 801-135966
• Type: Registered investment adviser
• Location: 52 ACCORD PARK DRIVE, 2ND FLOOR, NORWELL, MA, 02061
• Phone: (781) 887-8978
• Latest filing: 2026-03-25
• Regulatory AUM: $117.9M
• Discretionary AUM: $117.9M
• Clients: 5
• Accounts: 832

Business model

Compensation: % of AUM, Fixed, Other.

Clients served: Individuals, High net worth, Charities.

Officers, owners & control persons (1)

More on this firm

• Form ADV Part 2 brochure
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• This page as markdown (for LLM agents)
• CRD 311450 on SEC IAPD (source of record)
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