# New Shore Financial LLC

New Shore Financial LLC is a RIA.

## Overview

- **Organization type:** RIA
- **Region:** North America
- **Assets under management:** Undisclosed
- **Website:** newshorefinancial.com
- **LinkedIn:** https://www.linkedin.com/company/susan-e-danson-cfp%c2%ae-865b3849

## Regulatory record

- **CRD number:** 301148
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/301148

## About

NEW SHORE FINANCIAL LLC is a state-registered investment adviser in WRENTHAM, MA. The firm manages approximately $14 million in regulatory assets. It has 1 employee and 1 investment adviser.

## Questions

### Does New Shore Financial have any known investment focus?

No specific investment sectors or strategies have been publicly attributed to New Shore Financial. The firm's portfolio and deployment activity are not documented in accessible sources.

### Are there any public records of New Shore Financial's deal activity?

As of mid-2026, no verified deal participation, portfolio companies, or co-investments involving New Shore Financial appear in public databases or news reports.

### What is the geographic location of New Shore Financial?

New Shore Financial is registered in Delaware, United States, as an LLC. There is no information on a physical headquarters or additional offices.

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- [Lattice Wealth Advisors](https://altss.com/profile/lattice-wealth-advisors)
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Last updated: 2026-08-10T23:49:37.812Z

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