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ADV Part 2A.pdf

SFP-ADV-Part-2A_2B_October-30-2023.pdf
Preview of ADV Part 2A
🔗 Source: static.twentyoverten.com
📊 Size: 262 KB
📄 Pages: 21 pages
⬇️ Downloads: 125

Summary

Southshore Financial Planning LLC is a registered Investment Adviser with the State of Florida, providing discretionary and non-discretionary portfolio management, financial planning, and held away account services. The firm has $7,376,264 in discretionary and $5,455,261 in non-discretionary assets under management. Services include investment management, comprehensive financial planning, and limited scope financial planning, with fees revised as of the latest filing. The firm is registered with the SEC and can be found on the Investment Adviser Public Disclosure website.

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Description

Southshore Financial Planning LLC is a registered Investment Adviser with the State of Florida, providing discretionary and non-discretionary portfolio...

Technical Information

  • File Format: PDF
  • File Size: 262 KB
  • Pages: 21
  • Language: EN
  • Total Downloads: 125
  • Last Updated: 7 days ago

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