SHP Wealth Management, LLC
Firm details
- Headquarters
- Plymouth, Massachusetts
- CRD number
- 174697
- Registered since
- November 29, 2016
- Website
- shpfinancial.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Other
- Client types
- HNWI59.23%
- Individuals34.47%
- Other Investment Advisers5.14%
- Pension & Profit Sharing Plans0.85%
- Corporations / Businesses0.23%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
SHP Wealth Management, LLC is an independent registered investment adviser formed in 2016 and organized as an LLC. The firm serves both individual and institutional clients and operates as a capital allocator, selecting outside managers in addition to managing portfolios directly. Its advisory services include financial planning, portfolio management for individuals, small businesses and institutions, pension consulting and the selection of other advisers, alongside educational seminars and workshops. SHP reports affiliations spanning broker-dealer, other investment adviser, trust company and insurance company relationships. The firm does not identify as an active ESG investor and is not registered as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds80%
- Exchange Traded Equities10%
- Cash & Cash Equivalents8%
- US Government Bonds1%
- State & Local Bonds1%
Contacts
3 of 32
Mark Kenney
Financial AdvisorCRD 5844639
Raphael Hanna
Investment Adviser RepresentativeCRD 7268990
Keith Ellis
Co-FounderCRD 6441180
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 574Active vs passive
$1.2B in ETFs
76%
$888M
24%
$282M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX FUND (VOO) | Vanguard | Passive | Large Blend | $331M | 554,570 | 28.32% |
Location
Plymouth, MA
Plymouth
Location
Plymouth, MA
Headquartered in Plymouth, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- Plymouth
- Address
- 225 Water St
- Time zone
- ET (UTC-5)
- Office locations
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