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Shorepoint Capital Partners - Sacramento, CA

EST. AUM
$800,493,148

CONTACTS
2

CLIENT ACCOUNTS
1,107

Firm Details

Metro area Boston
CRD Number 152087
Website shorepointpartners.com
Client types

Overview

Shorepoint Capital Partners LLC, established in 2009 by Tim Vanech and Luis Raposo, CFA, operates as a privately owned registered investment advisor. The firm specializes in delivering tailored wealth planning and asset management services to individuals, families, businesses, and nonprofit organizations. Currently, it manages over $300 million in client assets. Allworth Financial has acquired Shorepoint Capital Partners, LLC.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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