AdvisorOS Directory
Claim Profile
PF

Peter Brett Franz

SHORELINE EQUITY PARTNERS, LLC·PONTE VEDRA BEACH, Florida
Unclaimed Profile
135 PROFESSIONAL DRIVE, PONTE VEDRA BEACH, FL 32082CRD# 1621677Firm CRD# 301128
01

About

Peter Brett Franz is a registered financial advisor based in PONTE VEDRA BEACH, Florida, affiliated with SHORELINE EQUITY PARTNERS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
SHORELINE EQUITY PARTNERS, LLC
SHORELINE EQUITY PARTNERS, LLC
AUM
$907M
Regulatory assets under management
Employees
21
Total firm employees
View all advisors at SHORELINE EQUITY PARTNERS, LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 1621677
Firm CRD# 301128
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in PONTE VEDRA BEACH?

Browse all registered financial advisors in PONTE VEDRA BEACH, Florida or claim this profile if it's yours.

Browse PONTE VEDRA BEACH AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Peter Brett Franz offer?
Peter Brett Franz specializes in Retirement Planning. Contact their office in PONTE VEDRA BEACH, Florida for a consultation.
What are Peter Brett Franz's credentials?
Peter Brett Franz is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Peter Brett Franz located?
Peter Brett Franz is based in PONTE VEDRA BEACH, Florida, working with SHORELINE EQUITY PARTNERS, LLC. Their office serves clients in the PONTE VEDRA BEACH metropolitan area and surrounding communities.
How does Peter Brett Franz charge for services?
Peter Brett Franz's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SHORELINE EQUITY PARTNERS, LLC?
SHORELINE EQUITY PARTNERS, LLC has approximately 21 employees and manages $907M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in PONTE VEDRA BEACH
William Matthew Daugherty — WMD ASSET MANAGEMENT, LLCDennis Edward Carlton — WMD ASSET MANAGEMENT, LLCDavid James Vigil — VIGIL WEALTH MANAGEMENT, LLCDaniel Lloyd Wildermuth — ASTERIA WEALTH LLCFrank Borden Hanes — BOWEN, HANES & CO INC
Nearby cities in Florida
MIAMI (1221)TAMPA (396)BOCA RATON (391)CORAL GABLES (291)WEST PALM BEACH (251)
City Guides
MIAMI GuideTAMPA GuideBOCA RATON GuideCORAL GABLES GuideWEST PALM BEACH Guide
Research
Advisor Fees in FloridaNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile