Overview
Assets Under Management: $153 million
Headquarters: GUILFORD, CT
High-Net-Worth Clients: 60
Average Client Assets: $1.2 million
Frequently Asked Questions
SHORELINE FINANCIAL ADVISORS, 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 #146040), SHORELINE FINANCIAL ADVISORS, LLC is subject to fiduciary duty under federal law.
SHORELINE FINANCIAL ADVISORS, LLC is headquartered in GUILFORD, CT.
SHORELINE FINANCIAL ADVISORS, LLC serves 60 high-net-worth clients according to their SEC filing dated March 05, 2018. View client details ↓
According to their SEC Form ADV, SHORELINE FINANCIAL ADVISORS, LLC offers financial planning, portfolio management for individuals, and pension consulting services. View all service details ↓
SHORELINE FINANCIAL ADVISORS, LLC manages $153 million in client assets according to their SEC filing dated March 05, 2018.
According to their SEC Form ADV, SHORELINE FINANCIAL ADVISORS, LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 60
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 45.36%
Average Client Assets: $1.2 million
Total Client Accounts: 904
Discretionary Accounts: 546
Non-Discretionary Accounts: 358
Regulatory Filings
CRD Number: 146040
Filing ID: 1178154
Last Filing Date: 2018-03-05 20:56:00