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 family clients as well as institutional clients and bills through asset-based fees, hourly charges and other fee arrangements. Its advisory services include financial planning, portfolio management for individuals and small businesses, institutional portfolio management and pension consulting, plus manager selection and educational workshops. SHP identifies as a capital allocator and maintains relationships across the financial ecosystem, including broker–dealers, other advisers, trust companies and insurance firms. It does not position itself as an ESG-focused manager.
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
David Hathaway
Investment Advisor RepresentativeCRD 5838143
Mark Kenney
Financial AdvisorCRD 5844639
Zachary Perkins
Investment AnalystCRD 6962659
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 587Active vs passive
$1.3B in ETFs
75%
$945M
24%
$317M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX FUND (VOO) | Vanguard | Passive | Large Blend | $395M | 575,720 | 31.33% |
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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