Overview
Assets Under Management: $257 million
Headquarters: BRIELLE, NJ
High-Net-Worth Clients: 3
Average Client Assets: $34 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 3
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 39.49
Average High-Net-Worth Client Assets: $34 million
Total Client Accounts: 1,512
Discretionary Accounts: 1,512
Regulatory Filings
CRD Number: 296848
Filing ID: 1944763
Last Filing Date: 2025-03-18 14:10:00
Website: https://shorepointadvisors.com