LP Profile

South Shore Investment Services

Also known as south shore investment services

Wealth ManagerNorwell, United StatesFounded 2020
Norwell
Headquarters
Investment Focus

About South Shore Investment Services

We work to ensure you & your family

Verified Filings

Regulatory & Financial Data

Public regulatory records matched to South Shore Investment Services from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$117.9M
Total Clients
832
Filing Date
March 25, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
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Recent Filings

Public filings matched to South Shore Investment Services across SEC, IRS, DOL and international registers — newest first.

Cross-referenced from the LPbacked Signal Feed.

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FAQ

Frequently asked questions

What type of investor is South Shore Investment Services?

South Shore Investment Services is a wealth manager based in Norwell, United States.

Where is South Shore Investment Services headquartered?

South Shore Investment Services is headquartered in Norwell, United States.

When was South Shore Investment Services founded?

South Shore Investment Services was founded in 2020.

How can I contact South Shore Investment Services?

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