Overview
Assets Under Management: $220 million
Headquarters: NEW CASTLE, IN
High-Net-Worth Clients: 57
Average Client Assets: $3 million
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