Overview
Assets Under Management: $245 million
Headquarters: NEW CASTLE, IN
High-Net-Worth Clients: 57
Average Client Assets: $3.0 million
Frequently Asked Questions
SHORELINE WEALTH ADVISORS 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 WEALTH ADVISORS is subject to fiduciary duty under federal law.
SHORELINE WEALTH ADVISORS is headquartered in NEW CASTLE, IN.
SHORELINE WEALTH ADVISORS serves 57 high-net-worth clients according to their SEC filing dated March 17, 2025. View client details ↓
According to their SEC Form ADV, SHORELINE WEALTH ADVISORS 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 WEALTH ADVISORS manages $245 million in client assets according to their SEC filing dated March 17, 2025.
According to their SEC Form ADV, SHORELINE WEALTH ADVISORS 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 Client Assets: $3.0 million
Total Client Accounts: 712
Discretionary Accounts: 712
Regulatory Filings
CRD Number: 121764
Filing ID: 1954725
Last Filing Date: 2025-03-17 13:38:00