ShoreHaven Wealth Partners is an investment advisor in Red Bank with $361.43 mm assets under management.
Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
852013503
SEC advisor number
801-119024
FINRA CRD number
308026
AUM ?
$361.43 mm
(as of 11 Apr 23)
Accounts
1,095
(as of 11 Apr 23)
Employees
5
(3 investment advisory or research)
Office hours
Monday - Friday, 8:00AM - 5:00PM
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Durso, Lawrence, NM | Founding Partner, Managing Member and Chairman | 07/2022 | 50-75% |
Lombardi, Michael, Christopher | Founding Partner, Managing Member and Chief Planning Officer | 07/2020 | 25-50% |
Durso, Michael, Lawrence | Founding Partner, Managing Member, CEO and Chief Investment Officer | 07/2022 | 25-50% |
IANNUZZELLI, SHERYL, Ann | Chief Compliance Officer, Director of Relationship Management | 07/2020 | < 5% |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
2 May 24
13F-HR
Quarterly holdings report by institutional manager
6 Feb 24
13F-HR
Quarterly holdings report by institutional manager
24 Oct 23
13F-HR
Quarterly holdings report by institutional manager
19 Jul 23
13F-HR
Quarterly holdings report by institutional manager
14 Apr 23
13F-HR
Quarterly holdings report by institutional manager
24 Jan 23
13F-HR
Quarterly holdings report by institutional manager
9 Nov 22
13F-HR
Quarterly holdings report by institutional manager
1 Aug 22
13F-HR
Quarterly holdings report by institutional manager
13 May 22
13F-HR
Quarterly holdings report by institutional manager
21 Jan 22