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SOUTH SHORE INVESTMENT SERVICES LLC

CRD 311450 · SEC 801-135966

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52 ACCORD PARK DRIVE, 2ND FLOOR, NORWELL, MA, 02061, United States

Phone

(781) 887-8978

Fax

N/A

Registration

— (—)

Source

State registered

Total AUM

$117.9M

Discretionary AUM

$117.9M

Team

5 total employees; 2 advisory reps

Clients

0

Fees

Percentage of AUM; Fixed fees; SELECTION OF OTHER ADVISERS

Org form

Limited Liability Company

Filing date

2026-03-25

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Selection of other advisersEducational seminars

Client types

TypeClientsAUM
Individuals548$89.0M
High net worth individuals22$28.9M

All web addresses on file

Official SEC filing: View on IAPD