SEC Form ADV

SOUTH SHORE INVESTMENT SERVICES LLC

Firm profile: South Shore Investment Services — investment focus, AUM, decision-makers and all regulatory filings

Registered Investment AdviserMA

$117.9M

Assets Under Management

832

Total Clients

Employees

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Registration Details

Accession: CRD-311450
Location: NORWELL, MA
Filing Date: March 25, 2026
AUM: $117.9M
Total Clients: 832
Employees: 5
Amendment: No
SEC EDGAR: View original filing →

Client Types

IndividualsHNW Individuals

About this Adviser

SOUTH SHORE INVESTMENT SERVICES LLC is a registered investment adviser headquartered in NORWELL, MA, managing approximately $117.9M in assets across 832 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.

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