Overview
Assets Under Management: $220 million
Headquarters: NEW CASTLE, IN
High-Net-Worth Clients: 57
Average Client Assets: $3 million
Frequently Asked Questions
SHORELINE ASSET MANAGEMENT, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #121764), SHORELINE ASSET MANAGEMENT, LLC is subject to fiduciary duty under federal law.
SHORELINE ASSET MANAGEMENT, LLC is headquartered in NEW CASTLE, IN.
SHORELINE ASSET MANAGEMENT, LLC serves 57 high-net-worth clients according to their SEC filing dated January 10, 2025. View client details ↓
According to their SEC Form ADV, SHORELINE ASSET MANAGEMENT, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, and selection of other advisors. View all service details ↓
SHORELINE ASSET MANAGEMENT, LLC manages $220 million in client assets according to their SEC filing dated January 10, 2025.
According to their SEC Form ADV, SHORELINE ASSET MANAGEMENT, LLC serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 57
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 68.84
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 680
Discretionary Accounts: 680
Regulatory Filings
CRD Number: 121764
Last Filing Date: 2025-01-10 00:00:00
Website: https://shoreline-llc.com