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West Shore Group, LLC (Haddonfield)


West Shore Group, LLC is an investment adviser to an investment company based in Haddonfield. It manages $32 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2013 and has operated in the jurisdictions of New Jersey and Pennsylvania.

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West Shore Group provides portfolio management for investment companies. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

West Shore Group: assets under management

The assets under management (AUM) of West Shore Group, LLC is $32 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -6% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $32 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $32 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay West Shore Group, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Haddonfield

The principal office where West Shore Group, LLC performs its advisory services is located at 21 East Euclid Avenue, Haddonfield, NJ 08033, which is also the mailing address of the firm. An additional office of the firm is in Philadelphia, PA. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 215-558-3500 or by fax 215-587-7178. The normal business hours are 9am - 5pm on Monday - Friday. You can find more information about the New York firm at westshorefunds.com.


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