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- Custodian
- Charles Schwab & Company ยท Principal
- Clients
- Retail
- Platforms
- Available
- Established Date
- 08-14-2019
- Office Locations
- 1
Office Locations
About NEW Shore Financial LLC
New Shore Financial is a fee-only planning and investment firm led by CFP Susan (Sue) Danson, partnering with professional women navigating major life and career transitions. Based in the greater Boston/Providence area and serving clients virtually nationwide, the firm provides holistic financial planning and portfolio management with an ETF-centric approach, typically custodied at Schwab.
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Owner & Executives
SUSAN ELIZABETH DANSON
Chief Compliance Officer, Financial Advisor, General Partner, PRINCIPAL
- CRD
- #6400773
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $14,011,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $14,011,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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