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 organized as an LLC and operating since 2016. The firm serves both individual and family clients as well as institutional relationships and describes itself as a capital allocator that uses third‑party managers when appropriate. Core service offerings include financial planning, portfolio management for individuals, small businesses and institutions, selection of other advisers, and educational seminars/workshops. Fee arrangements include a percentage-of-AUM component as well as hourly and other fee structures. SHP is not identified as an active ESG investor and lists industry affiliations with broker‑dealers, other investment advisers, trust companies and insurance companies.
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 31MARK 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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