SOUTH SHORE ASSET MANAGEMENT, LLC

Exempt Reporting AdvisorFINRA Member
Total AUM
Accounts
0
Advisory reps
2
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
LAKEWOOD RANCH, Florida
CRD number
145332

Firm profile

FINTRX

Overview

South Shore Asset Management, LLC operates as a limited liability company focused on providing investment management services. The firm is classified as unclassified and does not engage in capital allocation or pension consulting. Although it does not actively pursue Environmental, Social, and Governance (ESG) investing, South Shore Asset Management maintains a client base that reflects its investment preferences and strategies. The firm is not newly formed and does not operate as a multi-state adviser, indicating a more localized approach to its advisory activities.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • ECKHART RICHTER

    Chief Investment OfficerCRD 5136385

Contacts

1 of 1
  • PRASAD YALAMANCHILI

    MemberCRD 5136402

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

LAKEWOOD RANCH, FL

MANATEE

Location

LAKEWOOD RANCH, FL

Headquartered in LAKEWOOD RANCH, FL, anchoring the North Port-Sarasota, FL metro in the South.

Metro area
North Port-Sarasota, FL
Region
South
County
MANATEE
Address
9040 Town Center Pkwy
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth