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David N. Shore (Larkspur)


David N. Shore is a large advisory firm based in Larkspur. It manages $95 million of regulatory assets for 145 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of California and New York.

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David N. Shore provides financial planning services, portfolio management for individuals and small businesses, and portfolio management for pooled investment vehicles. It prepares financial plans for more than 25 clients. On top of advisory services, the firm doesn't engage in other business activities.

David N. Shore: assets under management

The assets under management (AUM) of David N. Shore is $95 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 264% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $95 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $655.17 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay David N. Shore for their services and products based on a percentage of assets under management and hourly charges. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Larkspur

The principal office where David N. Shore performs its advisory services is located at 80 E. Sir Francis Drake Blvd., Larkspur, CA 94939, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 415-925-1212 or by fax 415-707-6500. The normal business hours are 9:00am - 5:00pm on Monday - Friday. You can find more information about the New York firm at www.mrawebsite.com.


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